This article in Sanne Connect: Private Client Focus highlights the issues ultra-high net worth (UHNW) global families with a US member face when doing succession and estate planning. While there are tax-related challenges for US beneficiaries of foreign trusts, the article offers tips for mitigating them. It is noted that importance of effective and proactive planning with a professional adviser is critical to tax planning through a global lens.
To read the article in its entirety, click here.
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