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US Estate Planning & Taxation

US Estate Planning & Taxation

Overview


Daniel J. Bell and Sebastian Orozco Segrera presented to the The World Bank Family Network (WBFN) on the topic of US income, gift, and estate tax planning.

The presentation covered important topics, rules, and practical examples relevant for the World Bank’s diverse employee population consisting of US citizens, green card holders, and G-IV visa holders.

The WBFN is a volunteer-driven organization of the spouses and partners of World Bank Group staff with their headquarters in Washington, DC and a presence in more than 50 country office locations.

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Dig Deeper

New York, NY / Speaking Engagements / March 25 – 27, 2026

STEP New York International Estate Planning Institute 2026

Webinar / Speaking Engagements / February 10 – 11, 2026

ABA Real Property, Trust & Estate Law Section Virtual Symposium 2026

Key Biscayne, FL / Speaking Engagements / February 9, 2026

Miami EP Council’s 14th Annual Estate Planning Symposium

San Francisco, CA and Los Angeles, CA / In-person / November 11 – 12, 2025

West Coast Forum 2025

Honolulu, HI / Speaking Engagements / November 2-6, 2025

62nd Annual Hawaii Tax Institute

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