This webinar will cover strategies for managing US inheritances with Australian beneficiaries, focusing on estate tax systems, tax implications, strategic estate planning, cross-border trust management, and practical guidelines to navigate legal complexities.
In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP CFP® addressed the following topics:
- Understanding the Different Estate Tax Systems - Covers Australian taxation and key differences between US and Australian systems
- Tax Implications for US Beneficiaries - Including tax liabilities, reporting requirements, and a case study
- Strategic Estate Planning - Focusing on minimizing tax burdens and maximizing efficiency across jurisdictions
- Cross-Border Trust Management - Covering tax compliance, efficiency, and asset protection strategies
- US Trust Considerations - Examining implications for both grantors and beneficiaries
- Practical Guidelines - Including navigation of legal complexities and common pitfall avoidance
We hope you enjoy!
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