International Estate Planning
The firm provides detailed planning advice to United States citizens living outside of the country, non-citizens living in the country, as well as non-citizens living outside of the United States with investments in this country. For a booklet outlining the particular United States Estate and Gift Tax concerns for the International Executive, you can either contact John L. Campbell, a partner in the firm, to request a copy or click the following link to download a copy in Adobe Acrobat format.
United States Estate and Gift Tax - an Overview for the International Executive
The Journal of Practical
Estate Planning has
published another informative article by John
L. Campbell
entitled "Trust and Estate Planning Considerations When Advising Canadians Living in the United States." In the article, Mr. Campbell explains U.S.
Estate and Gift Taxes for Canadians who are residing in the
United States and offers detailed planning suggestions to
simplify transfers and maximize tax efficiency. Mr. Campbell
has also written an article for the Probate
Law Journal of Ohio entitled "Drafting
Revocable Trusts Which Have Non-Citizen Beneficiaries." Click the links
below to view these articles in Adobe Acrobat format.
Trust
and Estate Planning Considerations When Advising Canadians
Living in the United States
Drafting
Revocable Trusts Which Have Non-Citizen Beneficiaries