If your client has significant U.S. assets, ask your client, “Have you discussed U.S. reporting regulations and tax laws with your executor?” If not, highlight the problems that executors can face — probate rules, tax considerations, deadlines — and offer to set up a meeting with your client and her executor.
Conversation Starter – How to deal with a cross-border estate
If your client has significant U.S. assets, ask your client, “Have you discussed U.S. reporting regulations and tax laws with your executor?”
- March 23, 2015 March 23, 2015
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