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The Final Chapter: Testamentary Instruments for Global Families

The Final Chapter: Testamentary Instruments for Global Families

As more families live, invest, and hold assets across multiple countries, estate planning increasingly requires coordination between legal systems that are not designed to work together. A foreign Will, alone, may not effectively administer U.S. assets, while a U.S. Will drafted in isolation can unintentionally disrupt an existing foreign estate plan. An important objective in cross-border estate planning is the creation of complementary structures that minimize probate friction, provide efficient tax planning for beneficiaries, and preserve the client’s intended dispositive scheme across jurisdictions. In her article, Allison Dolzani (i) explores several key cross-border testamentary planning considerations for global families with U.S. beneficiaries and U.S. assets and (ii) suggests planning, practical, and logistical guidance for U.S. estate administration of a foreign estate.

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