In Wednesday’s edition of “The Estate Planner,” a newsletter for estate planning practitioners, a Trusts & Estates/WealthManagement.com slideshow-feature by McManus & Associates Founding Principal John O. McManus was highlighted as a lead article. The item, “Top 10 Multinational Issues in Estate Planning,” appears with the preview text: “The complexities of estate and tax planning on an international scale can quickly ensnare the unaware.”
For the Trusts & Estates slideshow, the publication harnessed guidance issued by McManus & Associates for its recent “Beyond Our Borders” conference call with clients, which is part of the firm’s educational focus series. In this installment, McManus shed light on issues ranging from Foreign Bank Account Reporting (FBAR) to international guardianship, foreign succession laws and foreign trusts.
According to McManus:
“We live in an increasingly globalized world – today, many people travel regularly for work and pleasure, and have loved ones and investments abroad. Whether you are a US citizen with assets abroad, a US resident living overseas with ties back home, or have loved ones overseas from whom you could receive gifts or inheritances, it is important to keep up to date on multinational estate and tax planning issues.”
To review “Beyond Our Borders: Top 10 Multinational Issues in Estate Planning,” click here. To discuss multinational issues related to your estate, call the McManus & Associates team at 908.898.0100.