NAEPC Webinar: Estate Planning for International Families with U.S. Ties

Date: Wednesday, July 10, 2024
Time: 3:00pm - 4:00pm ET
Location: Webinar
Speaker: Edward A. Vergara, JD, LL.M. (taxation)

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The objective of this program is to provide attendees with the tools necessary to identify common estate planning problems and opportunities for international clients with US connections. The program will consist of two parts. 

The first part of the program will review the rules for (1) classifying US and non-US individuals for estate planning purposes and (2) identifying US investments or activities that can create US tax, reporting and probate exposure for non-US individuals. This part of the program is intended to provide beginner and intermediate participants with tools for proactive issue-spotting.

The second part of the program will illustrate common estate planning pitfalls and opportunities for international families within the framework of several case studies, including (1) international families with a family member moving to the United States temporarily (for example, as a student) or permanently (for example, marrying a US person), and (2) international families with US real estate or portfolio investments. This part of the program will highlight planning opportunities and techniques that are better suited for intermediate participants.

Ed acts as legal counsel to individuals, fiduciaries, and closely held businesses on a broad range of matters related to tax optimization and succession planning, with a primary focus on the design of tax-efficient ownership and transaction structures and the development of thoughtful mechanisms for the succession of ownership and control through transition events. A significant element of Ed’s practice consists of advising on cross-border matters. He often works with taxpayers managing changes of residency, including not only pre-immigration and expatriation planning for the United States, but also changes of residency and domicile between U.S. jurisdictions. Advising cross-border families and businesses is also an important part of Ed’s practice, and many of his engagements involve coordination with advisors in multiple jurisdictions to help clients manage tax, reporting and succession issues both in the United States and in the jurisdictions where assets or stakeholders reside.  Ed also often works with fiduciaries and beneficiaries of foreign trusts and foundations managing U.S. tax and reporting considerations.

REGISTER HERE for the individual program. To subscribe to the 2024 webinar series, please click HERE.

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The Robert G. Alexander Webinar Series

The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education.  Programs typically take place on the second Wednesday of each month at 3:00 pm ET. 

Not able to attend on the live date and time? 
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.


Registration is available for individual webinars or by purchasing a yearly series subscription, which offers access to all of the programs scheduled during the calendar year for one discounted fee.    

Individual Series Type
$40 $280 ($360 value) Accredited Estate Planner® designee or Estate Planning Law Specialist certificant
$40 $280 ($360 value) Student (available to a student who is enrolled either full or part time in an undergraduate or graduate program, majoring in the disciplines of legal, accounting, trust, insurance/financial planning, or philanthropy)
$60 $420 ($540 value) Member of an affiliated local estate planning council or at-large member of NAEPC
$100 $700 ($900 value) Non-member
$250 $1,125 ($2,250 value) Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together)
Additional feeds available for $25 per feed per webinar by contacting us after the initial registration.

To Register

  • Individual Program:  Click on "register here" on the page associated with the program you will be attending live or on-demand. ‚Äč
  • Series Subscription: REGISTER FOR THE SERIES.  We will send you an email after your registration has been processed with instructions about how to obtain log-in credentials for each program.  

For Our Councils

NAEPC understands that councils want and need compelling virtual programming options to supplement their regular calendar of events. To accommodate this need, NAEPC is offering affiliated councils on-demand* access to any four webinars for a reduced cost of $400. Choose the "Pro-Rated Group Gathering" option on the online registration form and we will contact you promptly for your selections and to provide the program links and accompanying materials.  

Councils that wish to offer continuing education credit must become the provider with their state and/or governing body.

*NAEPC will provide a website link and password to the recorded version of each webinar you choose, which can be used to show the program to council members and guests who have gathered together in person or on a virtual meeting. Please allow up to three business days after the live webinar to receive the link to the recorded program. 

Continuing Education Credit

Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.  Please contact prior to attending your first program if you have any questions with regard to the availability of credit. 

Event Conduct Policy

By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.


Download the handy webinar FAQ page, email us, or phone the national office at 866-226-2224.

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