In recent years, we have seen high net-worth and ultra-high-net-worth families become, increasingly, “global citizens.” As families and their assets touch multiple jurisdictions, a myriad of issues become especially important...more
10/5/2023
/ Asset Management ,
Estate Planning ,
High Net-Worth ,
Income Taxes ,
Internal Revenue Code (IRC) ,
International Regulatory Standards ,
International Travel ,
IRS ,
Marital Assets ,
Tax Liability ,
Tax Planning ,
Wealth Management
The IRS recently confirmed that, for 2022, the aggregate amount that can be given away without being subject to the gift or estate tax will increase to $12.06 million per individual. Thus, as of 2022, a married couple...more
Please join us on January 29th as we discuss the following topics on estate and gift tax planning for clients with international ties:
- Gifting to a non-citizen spouse
- The difference between U.S. “residency” for...more
1/19/2021
/ Continuing Legal Education ,
Estate Planning ,
Estate Tax ,
Foreign Assets ,
Foreign-Citizen Spouses ,
Gift Tax ,
Gifts ,
Income Taxes ,
International Tax Issues ,
Non-Citizens ,
Non-Residents ,
Tax Planning ,
Webinars