October 2017
Estate Planning Course Materials Journal

In an environment of growing global mobility of many families and heightened regulatory and compliance pressures, many U.S. estate planning advisors are encountering international issues for their clients with increasing frequency. For example, U.S. clients may marry non-U.S. citizen spouses, move overseas, invest in foreign real estate or companies, inherit from foreign persons, set up accounts in other jurisdictions, to name a few. Foreign clients may have children who come to the U.S. for school and then decide to stay, invest in U.S. property, open accounts in the U.S., make gifts to U.S. beneficiaries, etc. Advisors to these clients must understand the applicable rules in order to offer proper counsel.

Reprinted from the October 2017 issue of ALI CLE’s Estate Planning Course Materials Journal.

Related People

Related Practices

We have always been focused on finance.

  • 1913
    TS Chapman partners with Henry Cutler to form Chapman and Cutler
  • 1st
    Chapman's first client in 1913 is still a client of the firm today
  • 22
    Diverse financial practices serving regional, national, and global clients
  • 6
    Offices across the country and in key US financial centers

We use cookies to deliver our online services. Details of the cookies we use and instructions on how to disable them are set out in our Privacy Policy. By using this website you agree to our use of cookies.