A Guide to International Estate Planning

A practical resource to help readers identify and navigate many of the complex planning and regulatory compliance issues, both legal and tax, involved in international estate planning. In addition to providing an overview of the basic principles and procedures of international asset management, the guide explains proven strategies, techniques and practical applications that can be used to meet your client's planning needs. Chapters give considerable emphasis to such key issues as compliance, treaty, choice of law, and estate administration. The text provides an analysis of how the laws differ from country and jurisdiction and shows how those laws compare with the USA. It also addresses how to work with clients from different countries and their diverse cultures, religions, languages and customs by explaining not only legal complexities but also how they are impacted by differences in cultural backgrounds. The guide also includes drafting tips, sample language and charts, as well as examples of situations you may encounter in practice.