International Estate Planning: A Reference Guide - Loose-leaf Binder
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Loose-leaf Binder : $235.00
Current Update Release 16
International Estate Planning: A Reference Guide, is a practical and authoritative resource for those seeking key information in the estate planning field. Practitioners and foreign advisers, [moved a phrase to later] whose clients have assets, children, parents or a spouse in other countries, or whose tax liabilities are difficult to define because of nationality, employment, or residence issues, and U.S. executives working in foreign countries will find straightforward, useful information in this guide. Equipped with a companion CD the appendix to the book contains copies of fillable tax forms and notices, relevant treaties and Hague conventions, as well as a list of organizations and resources to quickly help the reader obtain the answers they need.
International Estate Planning addresses questions such as:
- “I just bought a vacation home in France. Should I do anything?”
- “My daughter married someone in Italy. Should I change my trust?"
- “Can an American save taxes by using off-shore trusts?”
These are not easy questions. Mistakes and pitfalls are pointed out throughout the book and ways to prevent them are explained. The authors have spent more than 20 years in private client practice and have a firsthand appreciation of the need for authoritative information.
had an active private client practice for more than twenty years. She has
developed an international estate planning practice working with multi-national
corporations and individuals in the USA, Europe and Asia. She also has
expertise on private wealth, including global holdings, off-shore trusts, and
generation transfers. She was Special Counsel at Cadwalader, Wickersham &
Taft (New York and London) and Visiting Associate Professor of Law at the University
of Minnesot a Law School. Ms. Hauser is Past Chair of the American Bar
Association Section of International Law and Practice: International Private
Client Planning Committee, President Emeritus and President of the United
States chapter of the Union Internationale des Avocats: Commission on
International Estate Planning and a Fellow of the American College of Trust and
Estate Counsel. She was a Senior Partner in Maslon Edelman Borman and a
Principal of Gray Plant Mooty, where she Chaired the international private
client services practice group.
Melissa Langa (of the Bove Langa law firm in Boston) has contributed to the work since 2015. She is the managing shareholder in the Boston Massachusetts (USA) law firm of Bove & Langa, PC and has built her practice guiding domestic and international individuals, families, businesses, and charitable organizations in designing and implementing customized tax-efficient structures to meet their particular estate planning, business, and charitable needs. She also assists clients in the administration of the estate of a deceased family member, and advises fiduciaries in the administration of estates and trusts..Ms. Langa is an adjunct professor teaching estate planning in the Graduate Tax Program at Boston University School of Law. She is Co-Chair of the American Bar Association’s Asset Protection Planning Committee and is a Fellow of the American College of Trust and Estates Council (ACTEC).
"This is a superb work that will serve as a handy reference for both experts and novices confronted with multinational estate planning problems. The excellent organization and clearly written text assure quick and reliable answers to critical issues. The appendix is especially helpful, putting at the reader's fingertips relevant treaties and tax forms. A terrific job."
-Professor Jeffrey Schoenblum, Vanderbilt Law School, Author of Multistate and Multinational Estate Planning.
"The not-so-secret wish of most lawyers is to be able to become at least conversant in new or complicated areas of the law by reading a few pages (instead of many volumes) that are written by an expert and are clear. Barbara Hauser's book offers just that. It is concise yet remarkably comprehensive in scope, briefly explaining virtually every area of the law of international estate planning that the non-expert practitioner needs to know. I recommend it highly."
- Alexander Bove, Attorney and Solicitor, Bove & Langa (Boston), and the Author of Trust Protectors - A Practice Manual With Forms (Juris Publishing, Inc.).
"I only wish this book had been written sooner. With its help I might have understood more quickly how to reconcile the concepts of civil law and United States law. I would strongly recommend it to anyone involved in estate and tax planning."
- Jean-Marc Tirard, of Tirard Naudin (Paris), author and Founder of STEP France.
"In the area of estate planning there are hardly any publications which deal with these complicated matters in a practical manner. International Estate Planning. A Reference Guide is an exception to the rule. It explains all the difficult concepts in estate planning in an easily understandable way without simplifying matters. This is an indispensable guide for estate planners dealing with international issues."
-Frans Sonneveldt, Mazars Paardekooper Hoffman, The Netherlands and Professor at the University of Utrecht