EPC OF MONTGOMERY COUNTY MARYLAND, INC.

About the Program: Introduction to Estate Planning for the International Family

Stan will provide an introduction to estate planning for the international family including a
discussion of how the residency rules work for income and transfer tax purposes for individuals
coming into the U.S., how the U.S. tax rules apply to a U.S. person who is a beneficiary of a foreign
trust, how nonresidents of the U.S. should structure their U.S. investments so as to minimize their
exposure to U.S. estate tax, and the use of U.S. trusts in international estate planning.

With more than 76 million people born in the United States between 1946-1964, we are in the seeing an increase in the need for aging services--- including legal, medical and affordable housing. We are also experiencing an unprecedented increase in scams, fraud and elder financial abuse, all of which threaten the safety and security of older adults and their families. This presentation will focus on strategies to help you and your clients protect their finances, wealth and health as they navigate their later years.

About the Speaker:

Stanley A. Barg 

Kozusko Harris Duncan, New York

Stanley A. Barg, JD, LLM (Taxation), TEP, is a partner in the New York office of Kozusko Harris Duncan, where he practices tax law and estate planning, with a particular emphasis on planning for international families. He advises clients on matters pertaining to US income, estate and gift taxation, the establishment and maintenance of trusts, the structure of investments in the United States by non-US persons, expatriation from the US and related matters. Stan was formerly a member of STEP’s Worldwide Council and previously also served as the Chairman of STEP USA. He is a Member of the American Bar Association, the International Bar Association, and the International Tax Planning Association. Stan is admitted to practice in New York, the District of Columbia and Pennsylvania. Stan writes and speaks frequently in both national and international forums.

Logistics:

• Fees: $45 for active members; $70 for guests.
• Registration begins at 12:00 pm. Lunch will be served at 12:15 pm and the program begins at 12:30 p.m.
• Guests are warmly welcome.
• Free parking.
• Attendees may be photographed during the event, and these images may be used in future Council promotional or marketing materials.
• Please register by March 20, 2026, if you would like a name tag. 

The Council thanks our Signature Sponsors