Future-Proofing Your Estate Plan for Global Mobility

12/12/24 | Crain Currency—While most U.S. citizens who move abroad are mindful of how relocation affects their income taxes, Bernstein’s Shelly Meerovitch and Chris Opie explore the impact of their new foreign resident status on their role as heirs.

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Authors
Chris Opie
Managing Director, Global Families—Global Families
Shelly Meerovitch
Senior National Director—Global Families

The views expressed herein do not constitute, and should not be considered to be, legal or tax advice. The tax rules are complicated, and their impact on a particular individual may differ depending on the individual’s specific circumstances. Please consult with your legal or tax advisor regarding your specific situation.

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