Asset and Tax Planning with Retirement Assets

Recent Events

November 17th, 2023

Dr. Esche held a presentation before a committee of the American Bar Association Real Property Trusts and Estates section on the complications of non-US persons being designated beneficiaries of US trusts, especially conduit and accumulation trusts.

February 19, 2021

Dr. Caroline Esche was a panelist for an American Bar Association’s Real Property, Trust and Estate meeting. Dr. Esche’s lecture focused on IRA planning for account owners and beneficiaries living abroad.

April 11, 2019

Dr. Caroline Esche moderated a panel at the annual conference of the American Bar Association Section of International Law on the topic “Tax Treaties with Switzerland, France, Germany and the UK: Their Impact on Investments, Retirement and Estate Planning.”

April 13, 2019

Presentation at the German International School of Washington on the topic “Retirement and asset planning for Germans living in the US.”

May 15, 2019

Presentation at the German Embassy: “Steueroptimierte Renten- und Vermögensplanung für Deutsche in den USA.”

May 20, 2019

Presentation at the German Embassy on estate planning in DC, Maryland and Virginia.

Topics

Asset Planning
Asset Protection
Business Succession Planning
Charitable Planning
Citizenship
Estate and Tax Planning
Estate Planning
Estate Settlements
Fiduciary Services
International Estate Planning
Marital Agreements
Tax Compliance
Tax Planning
Trust and Estate Litigation
Wills and Trusts

Caroline I. Esche, PhD, JD

Attorney Caroline I. Esche advises on international estate and tax law in Washington DC, Maryland, Virginia and in Germany.

P: +1 202 790-2500

E: ce@transatlanticestatelaw.com

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