Income Tax in the U.S. - Part 5: Estate Taxes

If you’re a non-U.S. citizen with assets in the U.S., estate and gift taxes can have a major impact on your long-term planning. This video explains the difference between exemptions for citizens and foreign individuals, what counts as U.S.-situs property, and how trusts or other structures might help reduce your exposure. Proper planning now can help protect your assets down the line.

*Disclaimer*
The information provided in this video is not, and is not intended to, constitute legal or tax advice; instead, all information, content, and materials contained in this video have been prepared for general informational purposes only. Information contained in this video may not constitute the most up-to-date legal, tax or other information and no representations are made that the content is error-free.

You should contact your CPA or attorney to obtain advice with respect to any particular tax and legal matter. You should not act or refrain from acting on the basis of information contained in this video without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual CPA or attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation.

Any liability with respect to actions taken or not taken based on the contents of this video is hereby expressly disclaimed.