Families with property, businesses or beneficiaries in more than one country should consider how different legal systems may interact.
Map the assets and jurisdictions
Begin by identifying where major assets are located, how they are owned and which family members may have rights or responsibilities.
Review existing documents
Wills, trusts, company records, beneficiary designations and family arrangements should be reviewed together. A document that works in one country may have unintended consequences elsewhere.
Coordinate professional advice
Cross-border planning often benefits from coordinated legal and tax advice in each relevant jurisdiction. The goal is a coherent plan rather than disconnected documents.
This publication is general information and is not a substitute for legal advice concerning a specific matter.