Estate Planning Trends for International Clients
Estate Planning Council of Greater Miami
Speaking Engagement
April 24, 2019
Estate planning for international clients is constantly evolving, and the last few years have been particularly active. Tax and regulatory developments in the U.S. and other countries have often made yesterday's planning techniques for the international client (and the domestic client with international connections) obsolete. Jennifer J. Wioncek discussed some of the important changes to the legal landscape and discuss how planners are advising in light of these changes.
Related Practices
RELATED PEOPLE
Practice Group Leader, Tax & Private Wealth, Head of Domestic Private Client Services
YOU MIGHT ALSO LIKE
Florida’s rapid population growth and continued business migration have created extraordinary pressure on infrastructure, but they have also opened the door to significant opportunities for private developers willing to think beyond traditional procurement models.
A Florida appellate ruling reinforces that domicile depends on intent and facts—not location alone—making proactive estate, tax, and immigration planning critical for international families.
Florida's condominiums and HOAs face converging pressures from stalled legislation, new Fannie Mae and Freddie Mac lending standards, and proposed reforms to the state's condominium termination statute.