The Comprehensive Departure Planning Guide for those Planning their International Move

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USA

Tuesday, February 27th (150 Seats)

10:00 AM PT / 12:00 PM CT / 1:00 PM ET

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Host: Ashley S. Murphy, GFP (USA) CFP®

Ashley Murphy, GFP (USA/AUS) CFP® AIF® is a tri-citizen of the USA, Australia, and the UK. He is the founder and Principal of Arete Wealth Strategists Australia, a fee-only financial planning and investment management firm for Australian/American expatriates in the United States and Australia. More Info

Upon settling upon his target market of Australian-American-British expatriates, Ashley grew his firm’s revenue almost 300% in 18 months. In pre-Covid times, Ashley would travel around the U.S. regularly to visit clients and would spend a month in Australia each year with his family to keep current on their financial planning issues, visit clients and attend conferences.​

From 2014 - 2017, Ashley taught in the CFP programs at UC Berkeley Extension and Golden Gate University. He was formerly a Knowledge Circle host for the International and Cross-Border Knowledge Circle with the Financial Planning Association (2017 - 2019) and is a regular conference speaker. He holds a Graduate Diploma in Financial Planning in Australia making him one of the only financial advisors educated in both advice markets. Ashley has been quoted in the Wall Street Journal, profiled in Financial Advisor Magazine, and has written several guest-blogs for Michael Kitces’s Nerd’s Eye View.Ashley presently lives with his wife Eliza, and daughters Elise & Jasmine in Brisbane, Australia. He enjoys cycling, reading, and world travel. He is a futurist with interests in architecture, renewable energy, and demographics.

Host: Paula M. Jones, Esq.

Paula M. Jones has been practicing law for almost 25 years. After a decade at large international law firms, she opened her own practice in 2016. Her domestic estate work includes wills, trusts, powers of attorney, living wills and beneficiary designations. More Info

She employs marital, residuary, disclaimer, dynasty, asset protection, grantor-retained annuity and intentionally defective grantor trusts, as well as family corporations to protect and preserve assets for many generations. She represents trustees and beneficiaries of trusts in trust-related matters.  Her Orphans’ Court practice includes trust reformations, trust mergers and divisions, terminations, accountings and audits. She represents parties in negotiations to avoid fiduciary litigation.

Her work with international clients includes efficient planning in regard to U.S. estate and gift taxation, qualified domestic trusts, residency determinations, tax treaty applications, pre-immigration planning for non-resident aliens coming to the United States, expatriation tax planning for residents and citizens leaving the United States, administration of estates of foreign individuals with U.S. property and other related matters.  She has represented many individuals in regard to foreign account and asset compliance issues.

Paula is currently an adjunct professor at Western New England University School of Law where she teaches International Estate Planning.  She has guest lectured at Columbia University, Temple University School of Law’s Masters of Laws Program and Rutgers University School of Law.  She lectures frequently for organizations such as the American Immigration Lawyers Association, Society for Human Resource Management and the American Bar Association, as well as local estate planning councils.

Paula has authored several articles in respected industry journals such as Trusts and Estates, AICPA’s Tax Advisor and the ABA’s Practical Tax Lawyer. In addition, she developed a workshop on estate planning basics, titled “Will Power: Wealthy or Not, Your Estate Matters.” The companion book was published by The Graduate Group.

Paula is admitted to practice in the State of New York, the Commonwealth of Pennsylvania, the State of New Jersey, the U.S. Tax Court and the U.S. District Court, Eastern District of Pennsylvania.

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Description

In this premium webinar, GFP Institute Executive Director Ashley Murphy, GFP (USA) CFP® will review a project planner of key financial planning decisions and actions one needs to take well before and well after their move internationally to ensure a successful transition.

Some of the relevant issues that will be addressed include:

In this webinar, GFP Institute co-founder and Executive Director, Ashley Murphy, GFP (USA/AUS) CFP®, AIF® will be asking Miguel about:
  • Real Estate decisions
  • Immigration decisions
  • Tax Considerations
  • Investment constraints (Incl Foreign Retirement Accounts and Non-US managed investments), and lastly
  • Who the advisory team consists of...

We hope you can join us!

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