Estate Planning Considerations for the American in Australia скачать в хорошем качестве

Estate Planning Considerations for the American in Australia

In this webinar we’ll be hearing from Australian/International estate planner Donal Griffin, LLM TEP who will be covering off on the following topics: Will/Trusts Trust options — Irrevocable vs revocable, Generation Skipping Tax, Other trust structures Discretionary Trusts and how they may be used Why irrevocable trusts work in the US, but not in Australia Inheritances Taxation of Inheritances (other less obvious Aussie taxes that apply E.g. no step in basis) How does Superannuation affect your Estate Plan? Miscellaneous Things to be mindful for those with young children Enduring POA/Guardian in each country Is there an Australian estate tax? Tax filing status ========================================================================== Ready to work with us? Get started today: https://www.arete-wa.com/get-started Check out our case studies: American business owner living in Australia: https://www.arete-wa.com/case-study/1 High Net Worth Software Engineer American Couple Living in Australia: https://www.arete-wa.com/case-study/2 American Executive & Family, Permanently Relocated to Australia: https://www.arete-wa.com/case-study/3 About Arete Wealth Strategists: Global wealth management for American and Australian Expats. We bring strategy, structure, clarity, confidence and complianceto our clients’ global financial lives and keep it that way. ========================================================================== ✅ Other Videos You Might Be Interested In Watching: ✅ The “Living Between Two Countries - Our US Australia Experience! 🧡    • Living Between Two Countries - Our US Aust...   ✅ Getting your-401k / IRA Out of the US and to Australia 🧡    • Getting your 401k / IRA to Australia   ✅ Estate Tax Mitigation and Wealth Preservation Strategies for Exiting Australia / US Entrepreneurs 🧡    • Estate Tax Mitigation and Wealth Preservat...   ✅ The HEART Act & the US Exit Tax - A 2025 Update 🧡    • The HEART Act & the US Exit Tax - A 2025 U...   ✅ Social Security Changes in 2025 - What Americans in Australia or Australians in America Need to Know 🧡    • Social Security Changes in 2025 - What Ame...   ✅ Brave New World: Tax and Investment Changes Affecting Expats under the New Administration 🧡    • Brave New World: Tax and Investment Change...   ✅ The Comprehensive Departure Planning Guide for those Planning their Australian Move 🧡    • The Comprehensive Departure Planning Guide...   ========================================================================== Relevant Hashtags: #EstateTax #TaxMitigation #WealthPreservation #EstatePlanning #TaxPlanning #WealthManagement #InternationalTaxPlanning #ExpatTax #GlobalTaxStrategy #EntrepreneurFinance #EntrepreneurWealth #HighNetWorth #USAustraliaTax ========================================================================== Areté Wealth Strategists Australia @aretewealthstrategistsAU