TAX BLOG

The PDF linked below provides a structured overview of planning considerations for U.S. persons who own assets outside the United States. It explains how foreign legal systems, limits on trust recognition, ownership restrictions, and forced heirship rules can disrupt otherwise valid U.S. estate plans. The material highlights risks tied to holding foreign real estate, using U.S. or non-U.S. entities, and assuming U.S. wills or powers of attorney will function as intended abroa

Hungary Permanent Residency via Real Estate Investment ( Limited Window Through March 15, 2026 )   For certain internationally mobile families and business owners, an EU-based permanent residency option can provide meaningful flexibility. We currently have access—through an exclusive partner arrangement—to a limited-time Hungary permanent residency (PR) pathway linked to a qualifying real estate investment.   High-level program snapshot:       •     €250,000 real estate inves

The PDF linkedin below explains how cross-border estate planning for U.S. persons is affected by differing legal systems, particularly common law versus civil law. It outlines how governing law is determined, how forced heirship and lack of trust recognition can alter outcomes, and why asset location, nationality, and domicile matter for succession, ownership, and administration. The analysis highlights risks tied to assuming U.S. estate concepts apply overseas. The document