Cross-Border Planning Issues Every U.S. Investor Should Know

The linked PDF below outlines the legal, tax, and planning issues U.S. persons face when holding investments, entities, or family structures outside the United States. It explains how differences between common law and civil law systems affect succession, trust recognition, forced heirship, asset ownership, and which country’s law governs at death. The material highlights why assumptions based on U.S. estate rules often fail in cross-border situations.

The document also reviews global tax exposure and compliance duties, including U.S. reporting for foreign assets, entities, and trusts, treaty coordination, inheritance and wealth taxes abroad, and the long-term impact of expatriation. It stresses careful drafting, entity selection, and advance coordination to limit tax leakage, invalid documents, and reporting failures for internationally connected families and investors.

Review this PDF for detailed explanations and practical planning guidance...