Please note this title is an import item and will take approximately 8-12 weeks to supply
This practical guide helps attorneys navigate the legal, tax, and regulatory complexities of international estate planning for both U.S. citizens and foreign nationals. Featuring strategies for drafting, compliance, and estate administration, it provides practitioners with the tools needed to address cross-border planning challenges with confidence.
Guide to International Estate Planning: Drafting, Compliance, and Administration Strategies, Third Edition is an essential resource for attorneys seeking to protect client assets and minimize taxation in both the United States and abroad. With the continued growth in international investments, lawyers and financial advisors increasingly recognize the need to address the critical issues of international estate planning. Whether counseling a foreign national or a U.S. citizen, practicing in the United States or abroad, developing a broader expertise in the field, or regularly confronting cross-border estate planning matters, practitioners will find this to be a practical resource for identifying and navigating the complex legal, tax, planning, and regulatory compliance issues involved in international estate planning.
In addition to providing an overview of the fundamental principles and procedures of international asset management and addressing the conflict-of-laws issues that determine which country's laws govern the disposition of a donor's or decedent's wealth, this resource explains the basic transfer tax rules applicable to nonresident aliens, U.S. citizens, and resident aliens. It also offers proven strategies, techniques, and practical guidance to help practitioners effectively meet their clients' international estate planning needs. The book's 22 chapters are written by trust and estate lawyers with significant experience in international matters. Their guidance extends beyond the fundamentals of estate planning to address key issues involving compliance, treaties, choice of law, and estate administration. This updated third edition includes chapters on FATF, anti-money laundering, and offshore compliance, as well as chapters covering several foreign jurisdictions to provide comparative insights on topics including:
