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Global Estate and Succession Planning |
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Most individuals will go to great lengths to take care of their family – family holidays, education for the kids, perhaps a car and new house for the spouse. And yet, a recent Consumer Reports survey has shown that nearly three-quarters of primary wage earners do not have wills, let alone a global estate plan. An alarming statistic. How will our family survive after our death? Now is the time to develop and implement a global estate planning strategy. This course looks at the global estate planning process from the perspective of the individual. It discusses the increasing concern individuals have for protecting their assets and the relationship between estate planning and financial planning. It examines the processes for determining an individual’s assets which need to be protected, details the various tools available for the international estate planner and discusses the application of these tools as part of an effective global estate planning strategy. It looks at the international legal issues which need to be considered in any global estate planning strategy and concludes by commenting on those peculiarities in global estate planning uniquely relevant to individuals – in particular the interpretation of trusts in civil and common law jurisdictions.
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