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The International Side of Estate Planning

Living in a tourist mecca attracts a worldwide community of residents. Often parents relocate from another area to be near their family here in wine country. How they do it has implications for many things, including their estates.

In the realm of estate planning, this means that issues abound relating to the interplay of domestic and international inheritance laws. To the re-locatee, these questions seem simple. To the planner, they are anything but often requiring in depth consideration of the client’s goals, assets, location and legal parameters.

Generally speaking, there are two types of succession law structures, civil and common … Read More