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Estate Tax for nonresidents - The trap for the unwary

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Estate Tax for nonresidents - The trap for the unwary
IRS Program #:
CTEC #: 6257-CE-0283
CE: 1 IRS & 1 CTEC credit
Speaker: Fernando Juarez

Inbound investments are very common these days. Generally, nonresidents are concerned about the income tax implications for their investments in the U.S. However, a good tax plan will also envision the applicability of the estate tax to those investments. This presentation will discuss the applicability of the estate tax to nonresidents, potential pitfalls and planning opportunities.

Learning Objectives:
After attending the session, the participant will be able to:

  • Determine the estate tax implications applicable to non-residents.
  • Identify the assets that are subject to estate tax.
  • Provide alternatives to the holding of U.S. investments.


  • Fernando Juarez, EA, Esq., LL.M.

    Fernando Juarez, Esq., LL.M. EA, is a member of the International Tax Practice at Freeman Law. He advises on complex U.S. and international tax planning. His practice focuses on domestic and cross-border transactions. His experience also includes voluntary disclosures, FBARs and international compliance.

    Fernando’s expertise in tax planning extends to Fortune 500 companies, family offices and medium & small businesses. His primary areas of expertise include inbound & outbound structures for international investors and cross border transactions.

    Fernando received his law degree from the Escuela Libre de Derecho in Mexico City and holds a Master’s in Laws from Stanford Law School, where he served as the first Hispanic Chair of the Stanford Tax Club. He is licensed to provide tax advice in the U.S. and Mexico.

    Currently, he is a National Reporter for the Observatory for the Protection of Taxpayer’s Rights by the IBFD.

    Speaking engagements include the Organization for the Economic Cooperation and Development (OECD) in Paris, France; the Tax Executives Institute in Houston, the Start Up Week in San Antonio, the Hispanic Chamber of Commerce in Texas. Fernando has published multiple tax articles with international editors such as Thomson Reuters and the International Bureau of Fiscal Documentation (IBFD) in the Netherlands.

June 13, 2024
Thu 2:00 PM EDT

Duration 1H 0M

This live web event has ended.