Gift & Estate Planning For Expats Part 1
Channel: Esquire Group
Date: 16/05/2018

Gift & estate planning for expats is especially challenging because they often have assets in multiple countries, as well as family members with varied countries of residence and citizenship. 

This is Part 1 of 3 from Jimmy Sexton, LL.M.'s presentation at the 2018 FAWCO Interim Meeting in The Hague!

In this part Jimmy covers the annual gift tax exclusion, marital deduction, Form 3520, estate planning, estate tax exclusion, estate tax exclusion portability, estate tax special considerations for expats, and estate tax for covered expatriates.

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Jimmy Sexton, LL.M. is the Founder & CEO of Esquire Group. Jimmy founded Esquire Group with the objective of helping and inspiring wealthy families, investors, entrepreneurs, and high-level executives obtain and gain control over and protect their wealth, via strategic wealth planning. Jimmy started his career in 2003 and continues to service an elite group of clients. In 2005 Jimmy extended services to include tax preparation, which has evolved into Esquire Group’s exclusive Concierge Tax Service. 

This service is offered to a limited number of clients. (submit a request to see if we currently have openings for new clients: https://esquiregroup.com/contact-us/).

Esquire Group is not your typical international tax and wealth advisory firm; we are international business people and global citizens that strive to continue finding ways to provide value to our clients and enhance their lives, giving them peace of mind.