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Estate Planning › International Tax Issues

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
BakerHostetler

[Podcast] Estate and Tax Planning for Globally Mobile Clients: Estate and trust planning by non-Americans for American family...

BakerHostetler on

Non-Americans who undertake estate and trust planning for their American citizen or resident family members should be aware of the unique tax issues that face Americans and consider these issues when doing their planning....more

Lasher Holzapfel Sperry & Ebberson PLLC

Estate Planning for the Modern Global Family

Lasher Holzapfel Sperry & Ebberson PLLC on

Estate planning tends to be a topic that overwhelms most people. It can be further complicated for modern-day global families whose lives include international nuances. For example, when one spouse is not a U.S. citizen,...more

Lowenstein Sandler LLP

Home Is Where the Heart Is (and where the IRS will try to find you): Thinking of Living Abroad? Even ExPats May Have to Pay U.S....

Lowenstein Sandler LLP on

Unlike most countries in the world, if you are a citizen or resident of the United States, the government gets to tax all of your worldwide income, regardless of where it's earned or where you live. And if the IRS decides...more

Adler Pollock & Sheehan P.C.

Overlooking Foreign Assets Can Be Detrimental to An Estate Plan

Adler Pollock & Sheehan P.C. on

When working with an estate planning advisor, it’s critical to disclose all your assets. Importantly, any foreign assets you might have must be included. Often, people assume that these assets aren’t relevant to their “U.S.”...more

Adler Pollock & Sheehan P.C.

Estate Planning Pitfall: You’ve Relocated Out of the Country Without Checking Estate Tax Laws

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Are you thinking about moving abroad after you retire? If so, don’t forget to consider your destination country’s estate tax laws. ...more

Freeman Law

The IRS’s Renewed Focus on Abusive Trust Arrangements

Freeman Law on

Taxpayers have long utilized trust arrangements for the transfer of wealth to beneficiaries or for the protection of assets from creditors.  Generally, there is nothing nefarious about these types of arrangements.  Rather,...more

Adler Pollock & Sheehan P.C.

Thinking of Moving Abroad?

Adler Pollock & Sheehan P.C. on

Consider the estate tax planning implications before relocating - Suppose you’re contemplating a bold move — literally: pulling up stakes and moving to a foreign country. There are many possible reasons for this drastic...more

Greenberg Glusker LLP

[Webinar] Adding Some Spice: How International Ties Flavor Estate and Gift Tax Planning - January 29th, 10:00 am - 11:00 am PST

Greenberg Glusker LLP on

Please join us on January 29th as we discuss the following topics on estate and gift tax planning for clients with international ties: - Gifting to a non-citizen spouse - The difference between U.S. “residency” for...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - June/July 2018

Adler Pollock & Sheehan P.C. on

In This Issue: - Tax Cuts and Jobs Act supercharges exemption portability - Buy-sell agreements: When a smart business decision also makes estate planning sense - Picking up stakes: Understand the tax and estate...more

Pillsbury Winthrop Shaw Pittman LLP

Historic Estate Planning Opportunities from Tax Reform

Pillsbury Winthrop Shaw Pittman LLP on

The Tax Cuts and Jobs Act, providing extraordinary estate planning opportunities, was signed into law by the President on December 22, 2017. The new Act allows for a great opportunity to take advantage of increased...more

Pillsbury Winthrop Shaw Pittman LLP

Estate Planning Under the Tax Cuts and Jobs Act

Pillsbury Winthrop Shaw Pittman LLP on

If enacted, the Tax Cuts and Jobs Act could open up significant estate planning opportunities. The House bill doubles the exemptions from estate, gift and generation-skipping transfer taxes, creating new opportunities for...more

Ward and Smith, P.A.

QDOT-ting I's and Crossing T's: Estate Tax Planning for Non-United States Citizen Spouses

Ward and Smith, P.A. on

Individual and corporate citizens from countries around the world have moved to North Carolina and contributed materially to our state's economic, educational, and cultural growth. Foreign direct investment ("FDI") in North...more

Bilzin Sumberg

Q&A With Bilzin Sumberg's Richard Goldstein

Bilzin Sumberg on

Richard M. Goldstein is chairman of the tax and wealth preservation group in Bilzin Sumberg Baena Price & Axelrod's Miami office and represents numerous family businesses, U.S. residents and nonresident aliens, multinational...more

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