Estate Planning for Non-U.S. Citizens

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

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