Many are of the mindset that international estate planning is only an issue that the ultra-wealthy are faced with. There may have been more truth to this in the past, however as travel becomes easier and less expensive, technology advances and companies move their offices overseas or outsource, more and more people are finding themselves living in places other than their home country.
Even people who return to the United States often end up owning property or accounts overseas, or they may marry someone who is a non-citizen.
Common matters we see and advise clients on include:
- People who have family members in other countries
- People who have assets in other countries
- People who are non-resident, non-citizens, married to US citizens
- People who are in the US on a temporary basis with their minor children
- People who are in the US on a temporary basis earning money and acquiring US assets
Our firms experience in estate planning and immigration provides us with the knowledge to evaluate people’s complex cross-border situations to provide them solutions that work.