International Estate Planning

Catalog description

International and advanced estate planning represents a planning opportunity for knowledgeable financial planners. An individual client (or a spouse, child, or dependent) and their assets may be subject to the law in more than one country. Students will learn the attributes of international and advanced estate planning in four major areas: 1) competencies in the cross-states and cross-border estate documents; 2) global financial asset ownerships; 3) tax jurisdiction; and 4) planning with international tax treaty countries.