Name
Lasting Souvenirs: Planning for International Assets
Date & Time
Thursday, September 24, 2026, 8:30 AM - 9:30 AM
Description
When clients come back from vacation with a new condo in Portugal, it is time to review their estate plan. This session will address a variety of planning challenges that arise when a US client owns foreign property. From real estate to an inherited interest in a family business overseas, our US clients can enjoy it all, and we can help them plan for it. We will explore various techniques to plan for international assets, including drafting wills when property is located in multiple jurisdictions, common US planning techniques that could create problems overseas, and techniques that work well in a variety of foreign settings.
Speakers