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International Estate Planning

international estate planning san diego

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.


Helpful Tips

Everybody needs a will: A will is a powerful tool. It allows an individual to state how they want their assets distributed upon their death and to whom they should go to. Dying without a will, also known as "dying intestate" does not allow you the right to choose who inherits your estate, but rather gives the State the power to decide.

A will is a powerful tool. It allows an individual to state how they want their assets distributed upon their death and to whom they should go to. Dying without a will, also known as "dying intestate" does not allow you the right to choose who inherits your estate, but rather gives the State the power to decide.