When King Charles III was crowned, he had lived a life full of experiences at the age of 74. His heirs equally have lived their lives and made their own decisions, including his son Harry who has taken up residence in the US.

This decision will impact how Harry’s inheritance will be taxed after his father passes.

In this episode, David Lenok is joined by David Lesperance, of Lesperance and Associates, and Melvin Warshaw, a tax and private client lawyer, in exploring how estate plans work when there are international heirs involved.

Lesperance and Warshaw discuss:

The pain points of creating an estate plan with international heirs;
What tax regulations impact international heirs and how their immigration status may impact that inheritance;
How the US enforces inheritance tax with international heirs;
Why everyone should be aware of the laws involved in the estate plan – even if they will be dead when it comes into action;
And more.

Resources:

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About Our Guests:

David Lesperance is one of the world’s leading international tax and immigration advisors. A published author in the field, David’s personal interest in these areas of law grew from his experience working as Canadian immigration and customs officer while studying law. Since being called to the bar in 1990, he has established his expertise with major law firms, his own law firm and as a private consultant. David has successfully advised scores of high and ultra high net-worth individuals and their families, many of whom continue to seek his counsel today. In addition he has provided pro bono advice to many governments on how to improve their Citizenship by Investment, Residence by Investment or “Golden Visa” type programs to better meet the needs of his global clients. David is supported by a team of professionals, some of whom have worked with him since the early 1990s.

Melvin Warshaw currently represents U. S. and non-U. S. high net worth individuals, families and companies on a wide range of personal and business tax matters, especially in connection with cross-border income and estate tax planning and compliance in the U. S. He is admitted to practice in the Commonwealth of Massachusetts in the U.S.

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