Experience Category: Trusts & Estates

International Estate Planning Involving US Operations and RE Assets

Evaluation of different strategies for non-US holder of US operational assets and US real estate assets as portion of estate-taxable international holdings.  Laying out benefits and disadvantages of various structural options and implementation of chosen strategy.  Interplay of complexity of estranged spouse on title to certain assets on bequest planning.

International Estate Planning on RE Held Through S Corporations

Advice and planning relating to US real estate assets held in S Corporations by international family holding EU real estate as well.  Domicile questions, allocations and implications of renunciation of status on testamentary transfers to US citizens.  Optimization of US exemption amount in relation to overall international estate planning including application of international treaty network and credits for local estate taxes levied upon death.
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