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

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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.

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Areté Wealth Strategists Australia

@aretewealthstrategistsAU