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Description
Cross-border financial planners often face complex estate and inheritance tax issues when advising clients with assets in multiple jurisdictions. This session will provide practical insights into estate and inheritance tax planning for expatriate clients, covering key topics such as US and foreign estate tax regimes, double taxation risks, and effective collaboration with external professionals. Attendees will gain a deeper understanding of tax treaties, estate planning strategies, and how to develop a trusted professional network to support their clients.
Learning Objectives
1. Recognize the tax complexities that arise when planning cross-border estates, including differences in US and foreign inheritance tax systems.
2. Develop strategies to mitigate estate tax burdens for expatriate clients, leveraging tax treaties and professional collaboration.
3. Enhance communication and coordination with external foreign advisors to ensure effective estate execution and financial planning for clients.