Cross-Border Estate and Gift Tax/Wealth Transfer Tax Planning

​Many individuals today have dual citizenship, are married to a non-citizen spouse, or simply have assets in multiple countries. These individuals need an estate and gift plan that takes into consideration the tax laws of each relevant country as well as any estate and gift tax treaty that may be in place between the U.S. and that country. We can assist taxpayers in evaluating their estate planning options in a cross-border situation and identify potential strategies to help mitigate the impact of transfer taxes.