A Guide to International Estate Planning: Design, Administration, and Compliance, Third Edition

""As families, assets, and beneficiaries increasingly span multiple jurisdictions, trusted guidance is more important than ever for wealth advisors. Carolyn Reers and Suzanne Shier have compiled a comprehensive and practical resource that helps professionals navigate the complexities of international estate planning with confidence.""
--Susan D. Snyder, Past President American College of Trust and Estate Counsel

Global mobility of people and capital is on the rise, but significant differences between jurisdictions and their legal systems remain. Carolyn Reers and Suzanne Shier have put together an invaluable resource that will allow advisors to private clients with foreign assets, foreign property, non-U.S. family members, and other international connections to provide effective and practical advice in this frequently changing environment.""
--M. Read Moore, Partner, McDermott Will & Schulte LLP President, International Academy Estate and Trust Law

A Guide to International Estate Planning: Drafting, Compliance, and Administration Strategies, Third Edition is an essential resource for attorneys seeking to protect client assets and minimize taxation in both the United States and abroad. With the continued growth in international investments, lawyers and financial advisors increasingly recognize the need to address the critical issues of international estate planning. Whether counseling a foreign national or a U.S. citizen, practicing in the United States or abroad, developing a broader expertise in the field, or regularly confronting cross-border estate planning matters, practitioners will find this to be a practical resource for identifying and navigating the complex legal, tax, planning, and regulatory compliance issues involved in international estate planning.

In addition to providing an overview of the fundamental principles and procedures of international asset management and addressing the conflict-of-laws issues that determine which country's laws govern the disposition of a donor's or decedent's wealth, this resource explains the basic transfer tax rules applicable to nonresident aliens, U.S. citizens, and resident aliens. It also offers proven strategies, techniques, and practical guidance to help practitioners effectively meet their clients' international estate planning needs. The book's 22 chapters are written by trust and estate lawyers with significant experience in international matters. Their guidance extends beyond the fundamentals of estate planning to address key issues involving compliance, treaties, choice of law, and estate administration. This updated third edition includes chapters on FATF, anti-money laundering, and offshore compliance, as well as chapters covering several foreign jurisdictions to provide comparative insights on topics including:

• Wills, probate, and administration
• Marital and family rights
• Special tax considerations
• U.S. tax treaties
• Trusts and alternative vehicles for the international and offshore client
• Considerations pertaining to particular foreign jurisdictions
• Ethics, transparency, and asset protection in a global world

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