Working with your other professional advisors, whether in the U.S. or in countries throughout the world, we design the U.S. component of a legitimate and tax-efficient cross-border wealth transfer plan.
We take instructions on preparing the necessary testament, deeds, designations and other instruments for the smooth transfer of your U.S. property to your heirs or other persons or institutions.
In designing your plan, we seek to avoid or reduce the costly U.S. transfer taxes. These include the inheritance tax, estate tax, gift tax, and generation-skipping transfer tax. We are familiar with the benefits which may be afforded under various tax treaties.
To accomplish the goals of smooth and tax-efficient transfer of assets, we may suggest that assets be held in legitimate trusts and companies.
The following is a list of countries whose national, or residents we have served.
- Costa Rica
- New Zealand
- South Africa
- United Kingdom