What U.S. Investors Need to Know About Planning With Foreign Assets
- Joe @ Auric
- 2 hours ago
- 1 min read
This presentation outlines practical planning issues tied to owning and managing foreign assets, with a focus on how U.S. estate and tax rules often conflict with non-U.S. legal systems. It explains how title to foreign property, use of U.S. or non-U.S. entities, and reliance on trusts can lead to unexpected tax exposure, forced heirship outcomes, or outright nonrecognition abroad. The material stresses early identification of citizenship, residency, and asset location to avoid planning assumptions that fail outside the United States.
The presentation also addresses U.S. tax reporting, PFIC and CFC exposure, foreign inheritance and wealth taxes, treaty coordination, and post-death administration issues such as valuations, probate, and marital planning. It emphasizes coordinated wills, disability documents, and reporting discipline to limit double taxation, penalties, and administrative delays when assets or beneficiaries span multiple countries.