August 28, 2024

Planning for Wealth Transfers from Foreigners to U.S. Tax Residents

Consortium Legal

Private Wealth Services attorney Eduardo Arista participated in a webinar to discuss strategic estate planning for foreigners with U.S. citizen or tax resident descendants or spouses. He explained the complexities of estate and gift transfers, including mandatory reporting for foreign receipts over $100,000 and the tax risks of non-compliance. Mr. Arista also outlined effective wealth transfer strategies to U.S. relatives, emphasizing tax efficiency and legal benefits.

Please note this webinar was conducted in Spanish.

Duration: 1:07:00

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