by Matt O’Kane and Jason Palmisano
The laws governing the U.S. estate and gift tax system are complex. For Non-U.S. Citizens, the U.S. estate and gift tax system is more onerous and requires a much higher degree of awareness. We recently hosted a seminar discussing several issues Non-U.S. Citizens face in transferring their asset to their loved ones and providing strategies to minimize U.S. transfer taxes, including:
- Basic Gift and Estate U.S. Transfer Tax Rules
- Planning Strategies During Life to Minimize U.S. Transfer Tax
- Planning Strategies to Incorporate Into an Estate Plan to Minimize U.S. Estate Tax at Death
Click on the link below to access the materials presented.
Estate Planning for Non-U.S. Citizens – AXA and Lowndes
