US Estate Planning & Taxation 2021 | McDermott

US Estate Planning & Taxation

Overview


Daniel J. Bell and Sebastian Orozco Segrera presented to the The World Bank Family Network (WBFN) on the topic of US income, gift, and estate tax planning.

The presentation covered important topics, rules, and practical examples relevant for the World Bank’s diverse employee population consisting of US citizens, green card holders, and G-IV visa holders.

The WBFN is a volunteer-driven organization of the spouses and partners of World Bank Group staff with their headquarters in Washington, DC and a presence in more than 50 country office locations.

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Dig Deeper

Webinar / Speaking Engagements / May 14, 2025

Planning Techniques for Large Estates 2025

Las Vegas, Nevada / Speaking Engagements / April 22 - 24, 2025

Nevada Tax & Trust Conference 2025

Los Angeles, CA / Speaking Engagements / February 19 – 21, 2025

ABA 2025 Midyear Tax Meeting

Webinar / Speaking Engagements / January 28-30, 2025

Family Office Exchange: 2025 FOX Private Trust Company Workshop

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