DEPC Meeting: Basics of International Estate, Gifts and Trusts
Denver Athletic Club
1325 Glenarm Place, Denver, CO 80204
Ballroom
The Program:
“Basics of International Estate, Gifts and Trusts”
Presented By:
Jack Nuckolls is the Technical Tax Leader of the U.S. BDO Private Client Services practice. Jack has more than 35 years of professional experience serving high net worth individuals, executives, closely held business owners, trusts, and estates with respect to income, estate, gift and generation skipping tax planning and compliance issues. Jack is also a U.S. representative of the BDO International Private Client Services Center of Excellence responsible for providing tax planning advice on a world-wide basis.
Jack’s extensive experience in tax planning includes:
- Estate planning and estate projections for $1.5 billion estate.
- West Coast Desk of Global Wealth Services Practice of Big 4 firm servicing international gift, trust, estate planning and tax needs of resident and non-resident aliens and US citizens.
- Planning for future distributions from $30 million “drop off grantor” offshore trust in connection with change of tax law under Small Business Act of 1996.
- Inbound planning for individual European client worth $700 million
- Planning and Compliance associated with foreign trusts and estates including informational returns forms 3520 and 3520A.
Jack is a member of the California and Oklahoma Bar Associations, Society of Trust and Estate Practitioners (STEP), San Francisco Tax Club, San Francisco Estate Planning Council, and State Bar of California, Estate Planning Section. He received a Master of Law in Taxation from Georgetown University and a JD from the University of Tulsa.
The meeting begins with breakfast at 7:30 a.m. Free parking is available in the Denver Athletic Club parking garage. Please notify the parking attendant that you are there for the meeting.
Members are invited to bring guests. We do not charge for guests at this time. Printed copies of the presentation will not be available at the meeting. A copy of the presentation will be available on the website prior to the meeting.
This meeting is sponsored by:
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This presentation qualifies for CPE credit in Colorado.
Learning objectives: This program is intended to inform participants on Estate Planning Issues.
​Instructional delivery method: Live instructor
CPE credits: 1 (one) hour
Field of study: Estate Planning
Prerequisites: None
Program Level: Basic
Advance Preparation: None
Program Description:
Course Registration Requirements: Click Register Now on this page or email Stephanie Hill at steph.hill@yahoo.com
Refund Policy: N/A, cost included in annual membership dues
Complaint Resolution Policy: Complaints regarding CPE programming can be submitted to DEPC, P.O. Box 370596, Denver, CO 80237 or to denverepc@gmail.com.
You are invited to email our office manager, Stephanie Hill, at steph.hill@yahoo.com with any questions.
DEPC Bylaws Revision:
The Board has approved draft revisions to our bylaws. The link to the document is below. Some printed copies will be available at the March 22 meeting. Please review the draft and send any comments back by April 15 to either denverepc@gmail.com or a member of the Board. We will vote on the final version at the Annual Meeting on May 2.
