Coordination of International Estate Plans

We live and work in the Bay Area. Almost everyone here has a foot in more than one country. To protect all your assets—both international and local—it is imperative to work with counsel in all of the places where you have assets or family to coordinate your estate planning. The United States tax system is far-reaching and can be punitive if your estate plans are not properly coordinated.

Who needs coordination of international estate plans?

  • Individuals who need assistance with international transfers of wealth
  • Families in which children and grandchildren are U.S. taxpayers (Green card holders and citizens) and parents/grandparents are living abroad (and vice versa)