EP-109 INTERNATIONAL WEALTH PLANNING with BRENT NELSON

Share

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. 

He hosts the popular Wealth and Law Podcast, and co-edits the Arizona Estate Planning and Probate Handbook (Thomson Reuters),

He has been elected to or served as:

  • Fellow, The American College of Trust and Estate Counsel
  • Chair of the Probate and Trust Section of the State Bar of Arizona

OUTLINE

-What constitutes cross-border planning?

-Common inbound issues?

-Common outbound issues?

-Use of trusts or other entities?

-Opportunities for advisers- helping advisors develop an ecosystem around complicated topics.

How Do We Stay in Touch With Brent?

BRENT NELSON

WEALTH AND LAW PODCAST

BRENT NELSON TWITTER

Here’s a link to my appearance on Brent’s podcast:

Comments are closed.