How Global Families Should Transfer Assets to Their U.S. Members

5/13/24 | Crain Currency | With careful planning, the U.S. members of global families can benefit from significant tax savings when inheriting assets or receiving gifts from abroad. By taking a long-term approach and using trusts, the non-U.S. members can meaningfully reduce the tax burden of their U.S. family members and help maximize family wealth.

Click here to read the full article featuring Bernstein's Shelly Meerovitch and Chris Opie.

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