Are you (or your clients) making estate plans or administering
an estate that involves one or more jurisdictions?
Will you (or your clients) inherit property in another
country?
Do you (or your clients) own a second home in a foreign
jurisdiction, including a civil law country such as France or
Italy, where the rules on death are very different?
Did you (or your clients) move to another jurisdiction, but leave
behind assets in their place of origin, or perhaps in several
places?
It's challenging to stay on top and navigate the different
legal and tax rules that apply to succession on death when estate
planning and estate administration has foreign connections.
Join this webinar from O'Sullivan Estate Lawyers LLP,
recognized as one of Canada's leading trusts and estates legal
boutiques, and which is well known for its expertise in
international succession issues. Learn how to approach
multijurisdictional issues in estate planning and administration,
how, when, and why foreign laws may apply, and the key importance
of a well thought out and coordinated plan.
This webinar will explore a number of important issues, as well as
present case studies to illustrate solutions to multijurisdictional
planning issues.
Some of the topics will include:
Wealth succession: How to determine which
jurisdiction's laws apply to determine various succession
matters.
Using separate situs wills and powers of
attorney – when are they recommended?
Administering property – When a person
dies and owns property in a foreign country.
Multiple taxation on death – What you
need to know to avoid unintended consequences.
Forced heirship rules – How they may
apply and how to deal with them.
Secure your place and learn solutions and approaches to deal
with foreign issues in estate planning and administration. Relevant
resource material for future reference will be provided to help you
navigate these complex issues.