Podcast
Speaker Series: Hot Topics in International Estate Planning with Carolyn Reers
On the fifth episode of our speaker series, Partner Carolyn Reers explores the growing trend of high-net-worth individuals seeking residency or citizenship abroad for tax benefits and safety. She highlights popular destinations like Malta, St. Kitts and Nevis, and St. Lucia for citizenship through investment, as well as Italy, Malta, Portugal, Switzerland, Greece, and Spain for golden visa programs. Carolyn also explains the complexities of the U.S. expatriation tax regime and the challenges of maintaining U.S. tax compliance while living abroad. Tune in to gain valuable insights into international planning and compliance in todayโs global landscape.
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Resource Links:
- Future Focused | Wiggin and Dana LLP (privatewealthinsights.com)
- Subscribe | Future Focused | Private Wealth Insights
- Estate Planning Considerations for Non-U.S. Citizen Spouses
- 2024 Non-Citizen U.S. Transfer Tax Overview
If youโd like to listen to episodes on your preferred streaming platform, please click the links below to subscribe.
Resource Links:
