Gift & Estate Planning For Expats Part 1

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.

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