Tag Archives: Estate Planning

Estate Planning with non-US Assets

For families with assets in several countries or non-US citizenships, comprehensive estate planning is essential to ensure that the planned transfer of all assets works well under the laws of the affected countries and the various components of the estate plan do not counteract each other. Regarding the laws of other countries, we partner with competent advisers in these other

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US Persons for Transfer Tax Purposes

Who are considered US persons for transfer tax purposes and why is this important? US persons for transfer tax purposes are: all US citizens, regardless of where they live; all other non-US citizens domiciled in the US. The estate of US domiciliaries has a tax exemption amount of $ 11.2 million. By contrast, the estate of non-US domiciliaries has a tax

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