If you can spot these issues and put together a team that will resolve the issue, or at least mitigate the issue, the client is going to love you. I have learned that clients real appreciate that kind of nuance expertise. Even when i, for example, i'm not a mexican attorney. Scarcity means you premium.
Play episode from 31:14
chevron_right
Transcript
chevron_right
Transcript
Episode notes
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.
