Michelle Bontems Graham

Experience: Speaking Engagements: Speaker, 60thAnnual Heckerling Institute on Estate Planning, 01.12.26; Speaker, What Even You Need to Know About Foreign Trusts, Assets and Beneficiaries, ACTEC 2025 Summer Meeting, 06.18.25; Speaker, Introduction to Cross Border Estate Planning, USC Gould School of Law 2025 Tax Institute, 01.27.25; Speaker, 2024 Annual Meeting of the California Tax Bar and California Tax Policy Conference, 11.06.24; Speaker, Top 10 Things Domestic Partners Need to Know About International Estate Planning, Cross-Border Estate Planning, 10.15.24; Presenter, When a Grantor Trust Isn't So Great: Planning for and with Non-Grantor Trusts and Partial Non-Grantor Trusts, ACTEC Summer Meeting 2024, 06.20.24; Presenter, Nuts and Bolts of International Estate Planning - Part 2, STEP Los Angeles Meeting, 04.23.24; Presenter, International Trusts and Estates: The Nuts and Bolts of Cross-Border Planning, STEP Los Angeles Meeting, 02.05.24; Co-Presenter, The Nitty-Gritty of Foreign Trust Taxation, 58th Annual Heckerling Institute on Estate Planning Conference, 01.11.24; Presenter, Foreign Trusts: What You Don't Know Can Hurt You, 58th Annual Heckerling Institute on Estate Planning Conference, 01.11.24; Presenter, Cross-Border Planning for Clients with Ties to the US and Israel, STEP Wyoming International Estate Planning Conference, 10.07.23; Presenter, Second Home: Castle or Hassle?, 19th Annual Jerry A. Kasner Estate Planning Symposium Event, 10.05.23; Co-Presenter, The Nuts and Bolts of Cross-Border Planning, ALI CLE International Trust and Estate Planning 2023 Webcast, 06.29.23; Panelist, Happily Ever After (Or Not), The International Academy of Estate and Trust Law Annual Conference, 05.22.23; Presenter, Inbound Planning, ABA Tax Midyear Conference: Estate and Gift/Fiduciary Income Tax Panels, 02.11.23; Presenter, Planning for U.S. Persons with Foreign Assets and/or Foreign Beneficiaries, The Regents of the University of California Continuing Education of the Bar, 10.19.22; Presenter, Planning for Non-U.S. Citizen Spouses, 51st Annual Estate Planning Seminar Estate Planning Council of Portland, Inc., 02.04.22; Co-Presenter, Pre-Immigration Planning - Client Counseling Considerations, New York State Bar Association's 16th Annual International Estate Planning Institute Webinar, 10.08.20; Presenter, Tax and Estate Planning for U.S. Persons with Foreign Assets, STEP USA Webinar, 06.17.20; Co-Presenter, Thinking of Naming a Foreign Person as Fiduciary? Think Twice. Beneficiaries Living Abroad? Check Thrice, ACTEC 2020 Annual Meeting, 03.06.20; Panelist, Compliance Obligations and Planning Issues for U.S. Clients with Foreign Income and Investments, ALI CLE International Trust and Estate Planning 2019, 11.14.19; Panelist, Developments in Tax Transparency, Anti-Money Laundering Rules, Transparency of Beneficial Ownership, and Ethics, ALI CLE International Trust and Estate Planning 2019, 11.14.19; Panelist, Inbound Planning Issues for Nonresident Alien Individuals, Nonresident Investors and Outbound U.S. Citizens and Residents, ALI CLE International Trust and Estate Planning 2019, 11.14.19; Panelist, Planning and Ethics Issues for the International Estate Planner, ALI CLE International Trust and Estate Planning 2019, 11.14.19; Panelist, Planning for Investment into the United States, ALI CLE International Trust and Estate Planning 2019, 11.14.19; Panelist, Planning for the Business Owner: U.S. Clients Who Own Non-U.S. Business Interests, ALI CLE International Trust and Estate Planning 2019, 11.14.19; Panelist, Planning for U.S. Clients Who Are Beneficiaries of Foreign Trusts, ALI CLE International Trust and Estate Planning 2019, 11.14.19; Co-Presenter, International Estate and Gift Taxation, American Bar Association Real Property, Trust and Estate Law Section (ABA RPTE) Webinar, 09.17.19; Co-Presenter, U.S. Income Taxation of Foreign Trusts, California Lawyers Association, 02.26.19; Co-Presenter, Lose the Fear of the Foreign - Practical Planning Strategies, 53rd Annual Heckerling Institute on Estate Planning, 01.16.19; Presenter, Prepare for Global Wealth: Demystifying Planning for U.S. Persons with Foreign Assets, 53rd Annual Heckerling Institute on Estate Planning, 01.16.19; Publications: Proposal for Certain Foreign Entities to Be Treated as Trusts, Tax Notes, 10.21.24 Published Article; IRS Removes One of Four Options to Correct Foreign Reporting, Accounting Today, 11.09.20 Published Article; Estate Tax Planning for U.S. Citizens/Residents with International Assets (Part 2), ALI-CLE Estate Planning Course Materials Journal, 04.01.19 Published Article; Estate Tax Planning for U.S. Citizens/Residents with International Assets (Part 1), ALI-CLE Estate Planning Course Materials Journal, 02.02.19, Volume 25 Issue 1 Published Article