Cross border planning has been a major issue for hig net worth clients for years. Jobs, new family situations and geo politics often send people to different countries for different opportunities. All o this can have tax implications around in a state plan. Brent nelson is a partner at the ramon law firm in tuson, arizona,. represents a variety of cross border clients. He hosts the popular wealth an law podcast and co edits the arizon planting and probate handbook.
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International and Cross-Border Planning have been a major issues for high net worth clients for as long as there have been borders. It’s an enormous topic.
Jobs, new family situations and geopolitics often send people to different countries for different opportunities. All of this can have tax implications around an estate plan . . .
Add in the complications of new asset classes and confusion around citizenship, residence and tax obligations. There is a lot to consider- especially for U.S. citizens with connectivity abroad.
Here to help us think about that is BRENT NELSON . . .
Brent is a Partner at the RIMON LAW FIRM in Tuscon, AZ and represents a variety of cross-border clients.
