Blogs

  1. Gift & Estate Planning for Expats Part 2

    • by Jimmy Sexton
    • May 18th, 2018

    Gift & estate planning for expats is especially challenging because they often have assets in multiple countries, as well as family members with varied countries of residence and citizenship. This is Part 2 of 3 from Jimmy Sexton, LL.M.’s presentation at the 2018 FAWCO Interim Meeting in The Hague!

    In this part Jimmy covers the multinational families, residency and domicile, unintended tax consequences of certain transactions, and estate planning challenges for expats.

    To find out about our gift & estate tax planning services here. Ready to get started with your gift & estate tax planning? Contact us here!

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  2. Gift & Estate Planning For Expats Part 1

    • by Jimmy Sexton
    • May 16th, 2018

     

    Gift & estate planning for expats is especially challenging because they often have assets in multiple countries, as well as family members with varied countries of residence and citizenship. This is Part 1 of 3 from Jimmy Sexton, LL.M.’s presentation at the 2018 FAWCO Interim Meeting in The Hague!

    In this part Jimmy covers the annual gift tax exclusion, marital deduction, Form 3520, estate planning, estate tax exclusion, estate tax exclusion portability, estate tax special considerations for expats, and estate tax for covered expatriates.

    To find out about our gift & estate tax planning services here. Ready to get started with your gift & estate tax planning? Contact us here!

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  3. Thank You Team!!!

    • by Jimmy Sexton
    • April 18th, 2018

    Thank you to my entire team for all your hard work and dedication making sure everything got done by the April 17 tax deadline.

    I really appreciate you all!

     

     

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