Lexis Nexis International Estate Planning
Select a format
International Order Inquiry
Select subscription type
Terms & conditions
Subscribers receive the product(s) listed on the Order Form and any Updates made available during the annual subscription period. Shipping and handling fees are not included in the annual price.
Subscribers are advised of the number of Updates that were made to the particular publication the prior year. The number of Updates may vary due to developments in the law and other publishing issues, but subscribers may use this as a rough estimate of future shipments. Subscribers may call Customer Support at 800-833-9844 for additional information.
Subscribers may cancel this subscription by: calling Customer Support at 800-833-9844; emailing customer.support@lexisnexis.com; or returning the invoice marked "CANCEL".
If subscribers cancel within 30 days after the product is ordered or received and return the product at their expense, then they will receive a full credit of the price for the annual subscription.
If subscribers cancel between 31 and 60 days after the invoice date and return the product at their expense, then they will receive a 5/6th credit of the price for the annual subscription. No credit will be given for cancellations more than 60 days after the invoice date. To receive any credit, subscriber must return all product(s) shipped during the year at their expense within the applicable cancellation period listed above.
The total price includes the product(s) listed in the Order Form and any Updates for a limited period (minimum period of 30 days) after the order is placed ("Order Window"). Shipping and handling fees are not included in the grand total price.
All shipments may be returned, at subscribers' expense, for full credit of the Price within 30 days of receipt.
Shipments may not be returned, and no credits will be issued, more than 30 days after receipt.
After the Order Window, subscribers will receive notice of Updates along with the then-current grand total price and order process as Updates become available. Subscribers will only be shipped those Updates they specifically request.
Product description
View a sample of this title using the ReadNow feature
Designed for estate planning specialists and financial planners, International Estate Planning covers U.S. legal issues affecting estates, such as taxation, conflict of laws, community property and asset protection trusts.
This publication also provides analysis of selected countries chosen for their importance as potential sites for establishment of trusts or other investment vehicles (e.g., Bermuda and Liechtenstein), and as possible residences for U.S. nationals for business purposes. Each chapter is written by an expert in that country.
- U.S. estate, gift and income taxation of nonresident aliens
- U.S. citizens with alien spouses - Qualified Domestic Trusts (QDOTs)
- U.S. income taxation of foreign trusts
- Separate chapters on U.S. tax treatment of foreign executives temporarily posted in the United States and of U.S. executives temporarily posted abroad
- Conflict of laws rules used to determine which country's descent laws and taxes apply to specific dispositions of property
- Use of trusts to safeguard assets
- Will drafting for multiple jurisdictions, with suggested forms
- Effect of treaties on estate planning
eBooks, CDs, downloadable content, and software purchases are noncancelable, nonrefundable and nonreturnable. Click here for more information about LexisNexis eBooks. The eBook versions of this title may feature links to Lexis+® for further legal research options. A valid subscription to Lexis+® is required to access this content.
Table of contents
Volume 1
Chapter 1: Citizenship, Domicile, Residency and Visas
Chapter 2: U.S. Estate, Gift and Generation-Skipping Transfer Taxation of Nonresident Aliens
Chapter 3: Income Tax Aspects of Estate Planning for the Nonresident Alien
Chapter 4: Special Tax Regimes Applicable to Covered Expatriates
Chapter 5: U.S. Persons Investing Abroad
Chapter 6: U.S. Income Taxation of Foreign Trusts
Chapter 7: Conflict of Laws Issues in the Succession of International Estates
Chapter 8: Community Property Issues Confronting Migratory Residents of the States of the United States
Chapter 9: Trusts Under Civil Law Jurisdictions
Chapter 10: Asset Protection Trusts for U.S. and Foreign Persons
Chapter 11: Reporting and Disclosure Requirements for Foreign Persons
Chapter 12: U.S. Legal Issues Affecting Foreign Executives on Temporary Assignment to the United States
Chapter 13: U.S. Legal Issues Affecting U.S. Executives on Temporary Assignment Abroad
Chapter 14: International Tax and Regulatory Treatment of Money Laundering and Offshore Tax Havens
Chapter 15: FATCA, CRS, and Voluntary Disclosure
Volume 2
Chapter 15A: Canada
Chapter 16: England and Wales
Chapter 17: Switzerland
Chapter 18: Germany
Chapter 19: Japan
Chapter 20: Bermuda
Chapter 21: Liechtenstein
Chapter 22: Colombia
Chapter 23: China
Chapter 24: South Africa
Chapter 25: France
Chapter 26: Mexico
Chapter 27: Spain
Chapter 28: Italy
Chapter 29: Austria
Chapter 29A: Australia
Chapter 30: Contentious Trust Matters in the United Kingdom and Offshore Jurisdictions
