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FLORIDA RECORD

Tuesday, November 5, 2024

Estate Planning for Descendants with U.S. Tax Residency on August 28, 2024

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Event photo | Unsplash by Jazmin Quaynor

August 28, 2024|10:00 AM CT

Webinar

Private Wealth Services attorney Eduardo Arista will participate on a webinar to discuss the need for strategic estate planning for foreigners with descendants or spouses who are U.S. citizens or tax residents. He will highlight the complexities involved in estate transfers to these individuals, including the mandatory reporting of foreign estate receipts exceeding $100,000 and potential tax implications for non-compliance. Additionally, Mr. Arista will delve into effective strategies for tax-free estate gifting to U.S. relatives.

Original source can be found here.

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