Nina B. Stillman is a veteran business and estate planning attorney, serving as senior counsel in the Advanced Planning & Family Office Practice Group at Handler Law. She has a variety of experience which includes standard wills, domestic and international complex estate plans, drafting opinions as an Expert Witness and working with business owners on agreements and resolving employee issues.
Live Video-Broadcast: May 15, 2025
Estate planning for mixed-nationality/citizenship couples presents unique challenges that require careful consideration of income and estate tax laws, residency and domicile issues, and cross-border asset planning. This CLE webinar will provide estate planning attorneys with a comprehensive examination of key tax implications, including U.S. estate and gift tax rules for non-citizen spouses, treaty considerations, and effective strategies for structuring trusts, wealth transfers and other planning tools. Led by an estate planning attorney with over 30 years of experience, this session will offer practical insights and planning techniques to help attorneys navigate the complexities of cross-border estate planning for their clients.
Key topics to be discussed:
This course is co-sponsored with myLawCLE.
Date / Time: May 15, 2025
Closed-captioning available
Nina B. Stillman | Handler Law, LLP
Nina B. Stillman is a veteran business and estate planning attorney, serving as senior counsel in the Advanced Planning & Family Office Practice Group at Handler Law. She has a variety of experience which includes standard wills, domestic and international complex estate plans, drafting opinions as an Expert Witness and working with business owners on agreements and resolving employee issues.
Ms. Stillman has over 30 years’ experience, focusing on the areas of domestic and international estate planning, charitable giving, wealth transfer, income and estate tax planning, asset protection and reorganization, entity governance and management, business succession planning, estate administration and litigation.
She received a law degree from William Mitchell College of Law and a B.A. in Political Science from the University of Wisconsin. She received her Master of Laws in Taxation degree (LL.M.) from Northwestern University Pritzker School of Law.
I. U.S. Estate and Gift Tax Rules for Non-Citizen Spouses: Understand the limitations on the marital deduction, tax exemptions, and strategies for minimizing estate and gift taxes | 1:00pm – 1:40pm
II. Residency, Domicile, and Treaty Considerations: Learn how residency status impacts estate planning, tax obligations, and the role of international treaties in mitigating double taxation | 1:40pm –
2:00pm
Break | 2:00pm – 2:10pm
III. Cross-Border Asset Planning and Trust Strategies: Explore effective wealth transfer techniques, including the use of Qualified Domestic Trusts (QDOTs) and other tools to optimize tax efficiency and asset protection | 2:10pm – 3:10pm
Approved for CLE Credits
2 General
Approved for CLE Credits
2 General
Approved for CLE Credits
2 General
Approved for CLE Credits
2 General
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
2 General
No MCLE Required
2 CLE Hour(s)
Pending CLE Approval
2 General
Approved via Attorney Submission
2.5 General Hours
Pending CLE Approval
2 General
Approved for CLE Credits
2.4 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Pending CLE Approval
2 Substantive
Pending CLE Approval
2 General
Pending CLE Approval
2 General
No MCLE Required
2 CLE Hour(s)
No MCLE Required
2 CLE Hour(s)
Pending CLE Approval
2 General
No MCLE Required
2 CLE Hour(s)
Pending CLE Approval
2 General
Approved for CLE Credits
2.4 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
120 General
Approved for CLE Credits
2.4 General
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
2.4 General
Pending CLE Approval
2 General
Pending CLE Approval
2.5 General
Pending CLE Approval
2 General
Approved for CLE Credits
2 General
Pending CLE Approval
2.5 General
Pending CLE Approval
2 General
No MCLE Required
2 CLE Hour(s)
Approved for CLE Credits
2 General
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Not Eligible
2 General Hours
Approved for CLE Credits
2 General
Approved via Attorney Submission
2 Law & Legal Hours
Pending CLE Approval
2.4 General
Pending CLE Approval
2.4 General
Pending CLE Approval
2 General