Matt and Trevor share their estate planning expertise, drawing from their experience in international tax law and offering insights into how U.S. estate tax law applies to foreign nationals and residents with U.S. assets. From real estate and financial instruments to cross-border estate planning strategies, they explain the intricacies of planning for clients from countries like Canada, Mexico, and New Zealand.
Key topics covered include:
- The importance of understanding international tax treaties and how they prevent double taxation.
- The difference between U.S. and foreign estate tax laws and how they affect international clients.
- Strategies for structuring assets like real estate and stocks to minimize estate tax exposure.
If you’re navigating estate planning across borders, this video will provide valuable insights into how to structure your estate plan to avoid costly mistakes and ensure compliance with both U.S. and international tax laws.
🔑 Key Takeaways:
- Estate tax rules for international clients with U.S. assets
- How cross-border tax treaties can help prevent double taxation
- Asset protection strategies for non-U.S. citizens and residents
For more information on international estate planning, contact Dana Whiting Law learn how we can help you protect your global assets.
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ABOUT DANA WHITING LAW
We have many years of estate planning experience. Many Estate Planning Law Firms in Arizona will sell you an inexpensive set of documents to serve as your Estate Plan. Our law firm is different.
Our guarantee is simple, we want to make sure that your estate plan, is YOUR ESTATE PLAN. Many Estate Planning Law Firms in Arizona will sell you an inexpensive trust template to serve as your Estate Plan. That type of firm is commonly referred to as a “Trust Mill”. Our law firm is different. We will take the time to educate you and help you understand the many options available in Estate Planning. We want to design an Estate Plan tailored specifically for you and your family circumstances.
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By: Dana Whiting Law
Title: International Estate Planning - Canada | Understanding Cross-Border Taxation & Asset Protection
Sourced From: www.youtube.com/watch?v=4WWLOvcqcBc
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