International Estate Planning

Comprehensive guide to U.S. estate and income taxation of foreign nationals that also includes chapters devoted to specific foreign countries.

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Print Book:2 volumes, looseleaf; updated annually
2nd Edition
ISBN: 9780820514826
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Product description

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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

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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 30: Contentious Trust Matters in the United Kingdom and Offshore Jurisdictions