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Estate and Succession Planning Series - Part 4: Succession planning and tax issues for international families and business

Published on 16 Nov 2020 | Took place at Online, National

This session covered:

  • residency for individuals, trusts and companies - Australian residents owning offshore assets
  • tax ‘landmines’ in international succession planning
  • cross-border estate and structure planning options
  • understanding CGT event K3 and non-resident estate beneficiaries.

Individual sessions

Cross-border people, assets and entities: Succession planning and tax issues for international families

Author(s):  Emma WOOLLEY,  James Whiley,  Frank HINOPOROS

This paper covers:

  • cross border succession issues including conflict of laws
  • cross border estate and structure planning options - one global will?
  • tax imperatives: offshore assets in the estate plan
  • Australian tax issues: what to advise your clients
  • foreign estate tax issues including the UK, US and the impact of the CRS.

 

 

 

Materials from this session: