An Overview of Planning and Issue-Spotting for Multinational Individuals and Families
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An Overview of Planning and Issue-Spotting for Multinational Individuals and Families
Speaker: Alexander A. Bove, Jr., Esq. and Karen L. Witherell, Esq.
Attorney Bove and Attorney Witherell both regularly work with individuals and families with multinational ties. Using their experience, they will review at a high level issues to keep in mind when working with multinational clients. In the webinar, they will focus on the following core areas: (i) what is meant by multinational, (ii) the importance of detailed information-gathering when working with multinational clients, and (iii) a working overview of planning techniques for multinational clients. Specific topics will include but are not limited to: working with clients with multiple citizenships; impact of treaties on gifting and estates; ownership of assets in multiple countries; pre-planning prior to moving to the United States; structuring of estate plans for non-citizens and for citizens with significant foreign assets; and probate issues that may arise with the estate of a multinational client.
