Foreign Trust & Estate Tax Compliance & Planning

Navigating the nuances of foreign estate planning rules can be complicated. If you have an international trust or estate plan, compliance and planning is critical.

It’s not uncommon to see families who live and work in several different countries. But the act of creating, implementing, and facilitating a foreign trust or estate plan can bring a unique set of challenges. U.S. citizens with ties outside the country, or non-U.S. citizens impacted by trusts in the U.S., stand to face significant tax challenges regarding their trusts and estates.

From wills, to trusts, to life insurance and gifting strategies, the way you build your estate plan will inevitably impact the amount of wealth that is passed along to future generations.

Our professionals have years of estate planning experience, both domestically and internationally. Our holistic approach involves tax professionals, financial advisors, business advisors, estate planners, and more, all with the goal of helping you meet your estate planning needs.

Plus, our experienced international tax professionals can assist with a wide variety of international business services. We help you and your employees prepare for and stay in compliance with international tax rules and regulations when working abroad, so you can focus on growing your business and protecting what you’ve built.