DALLAS ESTATE PLANNING COUNCIL

LUNCHEON PROGRAM

THURSDAY, MARCH 5, 2026

NOTE LOCATION!

DOUBLETREE HILTON - CAMPBELL CENTRE

8250 N. CENTRAL EXPRESSWAY, DALLAS

(Lunch is served Noon-12:20; Program 12:20-1:30 P.M.)

REGISTRATION DEADLINE: FEBRUARY 24 (5:00 P.M.)  

REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE - NO EXCEPTIONS

WALK-INS ARE NOT GUARANTEED A MEAL

CASH OR CHECK AT THE DOOR

$37 - MEMBER WITH MEAL

$50 - GUEST WITH MEAL

$25 - PROGRAM ONLY/NO MEAL

TIPS & TRAPS IN PLANNING FOR U.S. CLIENTS

WITH CROSS-BORDER CONNECTIONS

JOAN CRAIN

 Sponsored by EisnerAmper

Rising numbers of globally mobile families, multi-jurisdictional marriages and offshore assets mean cross-border pitfalls are surfacing in more client files than ever.  Practitioners are scrambling to stay ahead of fast-moving rules to guard against costly missteps. This fast-paced session examines significant traps that can blind-side even seasoned advisors and offers valuable practical takeaways to help practitioners spot and address issues before problems arise. Content ranges from exploring a client’s stated desire to fully expatriate versus just living abroad for a few years, to structuring compliant solutions for foreign retirement plans, delving into the hidden pitfalls with foreign trusts and examining options beyond the standard QDOT for a non-citizen spouse.  It offers up-to-date insights for lawyers, accountants and wealth planners with all levels of experience, from those who have only occasionally dealt with cross border issues to those with many years of international planning experience.  This will enhance practitioners’ ability to collaborate seamlessly with overseas advisors and deliver proactive, jurisdiction-savvy advice that protects client wealth across borders.

As a global wealth advisor, Joan draws on over 30 years of experience working with wealthy individuals, families and their advisors. She specializes in cross border planning and family wealth transfer, governance and philanthropy. Prior to founding J Crain Consulting, she co-led BNY Mellon’s national wealth strategist team devoted to complex planning for high net-worth clients, with a personal focus on tax, legal and family governance issues affecting global families. She has also held senior roles in the trust departments at Northern Trust and Truist. Joan has frequently been invited to speak nationally and internationally to clients and professional groups. She is a frequently quoted tax and fiduciary expert in business publications including The Wall Street Journal, Financial Times, The New York Times and The Economist and appeared live from Hong Kong on CNBC.

Continuing ed credit is pending for attorneys, accountants and financial planners for this presentation. The presentation will be posted on the website document library a few days prior to the presentation.   

Please register online with a credit card payment on the website: scroll down to the bottom of the page and register. LOG IN IS NOT REQUIRED TO REGISTER.  If you need a receipt, print out the confirmation page (receipt will not be sent to a 3^rd party).  

WE WOULD LIKE TO THANK OUR MEETING SPONSORS:  Armanino, Bessemer Trust Company, Carter Financial Management, Communities Foundation of Texas, Frost Bank, HighGround Advisors, Mercer Advisors, The Catholic Foundation, Heritage Auctions, The Dallas Foundation, Saville CPAs & Advisors, McBride & Associates at Merrill Lynch Wealth Management, EisnerAmper., Ag Trust, Cumberland Trust, Brown Advisory and Wealth Advisors Trust Company. WE WOULD LIKE TO THANK OUR PATRONS: Davis Stephenson, Argent Trust, Glast Phillips Murray Zopolsky, Stout, Carr Riggs & Ingram,  View Capital Advisors, Neuhoff Hunt, Phillips, Prosperity Bank, Bank of Texas, Maus & Associates, When Pigs Fly Estate Sales & Auctions, American National Bank & Trust, Signet Art, Tarleton Law Firm,Matter Family Office, Bisignano Harrison, Inspired Valuation Group, Steel Grove Advisors, Tipping Mineral Management, Atwood & McCall, Dallas Auction Gallery, Probity Advisors, Inc., Hancock Whitney and Baker Tilly

IMPORTANT: PLEASE READ BELOW!

THE CONTINUING EDUCATION SUBMISSION LINKS  ARE DISPLAYED IMMEDIATELY WITH THE REGISTRATION CONFIRMATION. SIGN-IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING. SUBMIT ATTENDANCE AFTER THE MEETING WITH THE LINKS. SAVE THE LINKS IN A FILE FOR EASY ACCESS. ASSISTANTS/ADMINISTRATORS WHO REGISTER FOR SOMEONE - PLEASE FORWARD THE CE LINKS TO THE REGISTRANT.

PLEASE NOTE SPECIAL MEAL REQUEST IS NOT AVAILABLE FOR THIS MEETING