Information Seminars WBFN Information Seminars

The Family Network annually sponsors a series of seminars on topics of recurring interest to WBG families. Seminars are well attended and the feedback is always very positive. (Programs are open only to WBFN members, unless otherwise specified.)

Estate Planning Wills/Estate Taxation & Strategies

Time:

11:00am-12:00pm; (Estate Planning)
1:00pm-2:00pm; (Estate Taxation & Strategies)
Venue: The World Bank J Building Room J1-050
Date: TBA
Guest Speaker: TBA

Topics to be covered: Revocable Living Trusts, Wills, Powers of Attorney and Health Directives, Update of Federal Estate Tax legislation, US Estate and Gift Tax Planning, Tax saving techniques and the use of Bypass and Qualified Domestic Trusts.


Estate & Inheritance Tax in the US

Time: 11:00am-12:30pm
Venue: The World Bank J Building Room J1-050
Date: TBA
Guest Speaker: TBA

A presentation on how US estate tax rules impact non-US nationals; how residency and non-residency status is determined; assets subject to the tax special rules for non-US nationals; etc. Careful planning can result in significantly lower amount of estate taxes.


Preparing for the Unexpected

Time: 11:00am-12:30pm
Venue: The World Bank J Building Room J1-050
Date: Wednesday, February 15, 2012
Guest Speakers: Laura Kelsey Rhodes and Judith Mustille, Laura Kelsey Rhodes, LLC

A  general overview and discussion of how the law applies in the three separate jurisdictions (MD, VA, DC) in the Washington area in the event of a major family crisis such as illness or death, divorce, immigration issues, teenage problems etc. This information will help you decide on what preventive measures to take or what long term planning to consider. We will also discuss why it is important to set up documents such as wills, power of attorney and more.


Work Authorization for Spouses with G-4 Visas

Time: 11:00am-12:30pm
Venue: The World Bank J Building Room J1-050
Date: TBA
Guest Speaker: Juan Alvial, World Bank HR Service Center

The process of applying for work authorization can take a long time. For many WBG spouses this can mean a great deal of frustration in their search for and chances of landing a job that meets their qualifications. This presentation will clarify where the difficulties lie and what to expect.

 


US Income Tax—Preparing and Paying

Time: 11:00am-12:30pm
Venue: The World Bank J Building Room J1-050
Date: TBA
Guest Speaker: David N. Johnston, CPA, Riibner & Associates, Chtd.

Mr. Johnston will discuss income tax planning and compliance for non-US citizens, including determination of tax resident status and the taxation of resident tax payers versus non-resident tax payers. Special attention will be paid to income sourcing rules for non-residents and planning strategies for couples when one spouse is a citizen or resident and the other is not.

 

 


Permanent Residence and Other US Visas

Time: 11:00am-12:30pm
Venue: The World Bank J Building Room J1-050
Date: TBA
Guest Speaker: Elizabeth Quinn and Anna Gallagher, Maggio & Kattar PC

There are many ways to qualify for permanent residence in the US, some complicated and some uncomplicated. Well ahead of applying, it is crucial to know and understand in detail what exactly is required in your own particular situation and plan accordingly (travel, resident mission, your children’s education, etc.)

 

 


How to Buy Health Insurance

Time: 11:00am-12:30pm
Venue: The World Bank J Building Room J1-050
Date: Tuesday, March 20, 2012

Guest Speaker: Linda DeVincent, Keller Benefits

This seminar is for WBG family members that are not eligible to enroll in the Medical Insurance Plan (MIP). Learn how health insurance works in the US and how you can buy it. Understand the meaning of various insurance-related terms and how these affect the cost of health insurance.

Pension—Why Planning Ahead is so Crucial

Time:
11:00am-12:00pm; Gross Pension Plan (Joined WBG on or prior to April 14, 1998)
1:00pm-2:00pm; Net Pension Plan (Joined WBG after April 14, 1998)
Venue: The World Bank J Building Room J1-050
Dates: Tuesday, April 24, 2012

Guest Speaker: Sharada Sundar, Manager, Pension Administration

The presentation will help you better understand your options and point out issues of particular importance. This is also an opportunity to ask questions and get further clarification on certain aspects of the World Bank Retirement Plan.