Level: Essential
CLE Units: 0

Speaker:
John Balazs, Balazs Lazanas & Welch LLP

Aims
Does your client’s estate cross geographic borders? Have you ever considered the tax implications of the wills and estate advice you are providing to your clients?

This paper provides practitioners with a refresher on tax related issues in wills and estate planning matters.

This paper highlights key factors that are relevant to cross border estates such as domicile, nationality, residence, religion, marital status and situs.

In addition, it discusses the tax implications on death in key jurisdictions including USA, UK, NZ, Canada and Australia.

John Balazs draws on his experience to provide practitioners with an insight into practical issues relevant to wills and estates including choice of executor, double taxation, trusts and the use of multiple wills.

John Balazs is a Partner at Balazs Lazanas & Welch LLP who has established himself as a leading practitioner in income tax, with particular emphasis on international tax.

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