Description

A Guide to International Estate Planning: Drafting, Compliance, and Administration Strategies 2nd Edition Leigh-Alexandra Basha ISBN 9781627222679

This comprehensive resource is designed to help practitioners protect client assets and minimize tax exposure in both U.S. and international contexts. As international investment activity continues to expand rapidly, lawyers and financial advisors increasingly face the challenge of addressing the complex legal and tax issues of international estate planning. Whether advising U.S. citizens or foreign nationals, practicing domestically or abroad, or developing specialized expertise in this area, this book provides practical guidance for navigating the regulatory, compliance, and planning challenges inherent in cross-border estate matters.

The book offers a thorough overview of international asset management principles, conflict-of-laws considerations governing wealth transfer, and transfer tax regimes applicable to nonresident aliens, U.S. citizens, and resident aliens. In addition to explaining foundational concepts, it delivers proven strategies, planning techniques, and practical applications that can be applied directly to client matters.

Comprising 22 chapters written by experienced trust and estate practitioners with deep international expertise, the book goes beyond introductory discussion to address critical issues such as compliance, treaty analysis, choice-of-law determinations, and estate administration. This updated edition expands its coverage to include FATF standards, anti-money laundering and offshore compliance, as well as comparative perspectives from multiple foreign jurisdictions. Key topics include:

• Wills, probate, and estate administration

• Marital and family property rights

• Specialized international tax considerations

• U.S. tax treaties

• Trusts and alternative planning vehicles for international and offshore clients

• Jurisdiction-specific planning considerations

• Ethics, transparency, and asset protection in a global environment

This book is an indispensable tool for practitioners seeking effective, compliant, and forward-looking solutions in the evolving field of international estate planning.

A Guide to International Estate Planning: Drafting, Compliance, and Administration Strategies 2nd Edition Leigh-Alexandra Basha ISBN 9781627222679, 978-1627222679 & 978-16272-22679

Editor
Leigh-Alexandra Basha