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Nonresident Alien Estate Planning

The United States remains a magnet for foreign investment, troubled times notwithstanding. Whether the wealth coming into the U.S. is accompanied by its owners, whether or not the owners intend to remain here indefinitely, or whether the investments are owned by wealthy multinational families, the family...

Estate Planning for Non U.S. Citizens

On August 24, 2011, I presented an estate planning seminar at the World Bank. Attached is the PowerPoint Presentation. As reflected in the Presentation, non U.S. citizens who are either U.S. residents or non-resident aliens face a host of additional planning issues over and above those of U.S...