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Books by the Firm’s Attorneys

Reference works on cross-border estates, taxes and estate planning, published by Clarison Press. Orders and pre-orders are placed with Clarison Press.

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The six books of The Cross-Border Advisor Series
Clarison Press · Six books · From mid-December 2026

The Cross-Border Advisor Series

Six books for professionals who advise clients with assets, residences, heirs or trusts in more than one country. Each book addresses one client situation, is written for the advisors who handle it, and is sold on its own. By Caroline E. Ashford, PhD, JD. Published by Clarison Press.

  1. 1Tax and Estate Planning for Non-Citizens in the United StatesA Guide for Financial Advisors, Tax Advisors and Estate Planners. For financial advisors, tax advisors and estate planners serving green card holders, visa holders and their families. About 530 pages; to be published in mid-December 2026.USD 225
  2. 2U.S. Assets of Nonresident AliensA Guide for Financial Advisors. For financial advisors, including wealth managers, private bankers and foreign advisers, serving non-U.S. clients. About 540 pages; to be published in mid-December 2026.USD 225
  3. 3Withholding on Payments to Foreign PersonsA Guide for Custodians and Other Withholding Agents. For custodians, banks, brokers, paying agents, fiduciaries and other withholding agents. About 340 pages; to be published in mid-January 2027.USD 150
  4. 4Foreign Beneficiaries of U.S. Estates and TrustsA Guide for Trustees and Executors. For trustees, executors, trust officers and their advisers paying beneficiaries abroad. About 470 pages; in preparation.USD 200
  5. 5Americans Living AbroadA Guide for Wealth Managers and Tax Advisors. For wealth managers and tax advisors serving U.S. citizens and green card holders abroad. About 350 pages; in preparation.USD 150
  6. 6The Cross-Border EstateA Guide for Estate Attorneys. For estate attorneys. About 600 pages; in preparation.USD 250

Books 1 and 2 in mid-December 2026, Book 3 in mid-January 2027; Books 4 to 6 in preparation. USD 150 to USD 250 a book.

The Cross-Border Advisor Series

The six books

Each book stands alone and opens with the same foundations chapter on status, situs, the treaties and the reporting forms, adapted to its readers. Page counts are approximate; contents, prices and dates may change.

Cover of Tax and Estate Planning for Non-Citizens in the United States
Book 1 · To be published in mid-December 2026

Tax and Estate Planning for Non-Citizens in the United States

A Guide for Financial Advisors, Tax Advisors and Estate Planners

For financial advisors, tax advisors and estate planners serving green card holders, visa holders and their families. About 530 pages; 24 chapters in eight parts.

USD 225Pre-order
Cover of U.S. Assets of Nonresident Aliens
Book 2 · To be published in mid-December 2026

U.S. Assets of Nonresident Aliens

A Guide for Financial Advisors

For financial advisors, including wealth managers, private bankers and foreign advisers, serving non-U.S. clients. About 540 pages; 24 chapters in six parts.

USD 225Pre-order
Cover of Withholding on Payments to Foreign Persons
Book 3 · To be published in mid-January 2027

Withholding on Payments to Foreign Persons

A Guide for Custodians and Other Withholding Agents

For custodians, banks, brokers, paying agents, fiduciaries and other withholding agents. About 340 pages; 11 chapters in six parts.

USD 150Pre-order
Cover of Foreign Beneficiaries of U.S. Estates and Trusts
Book 4 · In preparation

Foreign Beneficiaries of U.S. Estates and Trusts

A Guide for Trustees and Executors

For trustees, executors, trust officers and their advisers paying beneficiaries abroad. About 470 pages; 13 chapters in four parts.

Cover of Americans Living Abroad
Book 5 · In preparation

Americans Living Abroad

A Guide for Wealth Managers and Tax Advisors

For wealth managers and tax advisors serving U.S. citizens and green card holders abroad. About 350 pages; 11 chapters in six parts.

Cover of The Cross-Border Estate
Book 6 · In preparation

The Cross-Border Estate

A Guide for Estate Attorneys

For estate attorneys. About 600 pages; 23 chapters in seven parts.

Also from Clarison Press

Books on Germany and the United States

Cover of German-American Wealth Planning
In English · To be published October 29, 2026

German-American Wealth Planning: Taxes, Investments, Trusts and Estate Planning for Americans with Ties to Germany

Caroline Esche Ashford, PhD, JD, Attorney-at-Law, Rechtsanwältin · Clarison Press · About 440 pages

USD 300Pre-order
Cover of Das deutsch-amerikanische Vermögen, Band I
In German · Published in October 2026

Das deutsch-amerikanische Vermögen, Band I: Die Grundlagen

Rechtsanwältin Dr. Caroline Esche Ashford, JD (Columbia Univ.), Attorney-at-Law · Clarison Press · About 400 pages

USD 150Order
Cover of Das deutsch-amerikanische Vermögen, Band II
In German · To be published January 6, 2027

Das deutsch-amerikanische Vermögen, Band II: Unternehmerfamilien und Großinvestoren

Rechtsanwältin Dr. Caroline Esche Ashford, JD (Columbia Univ.), Attorney-at-Law · Clarison Press

Guides

Shorter guides on one question each

Eight to fifty pages, for professionals, fiduciaries and families.

Stacks of books in a bookshop