Americans Helping Americans Abroad

Presented by Creative Planning International

This webinar will help Americans abroad better understand the complexities of estate planning when owning assets across borders, including how to navigate:

  • International probate
  • Use of wills and trusts in cross-border estate planning
  • Estate tax, inheritance tax and gift tax across borders
  • Role of tax treaties
  • Cross-border portfolio management and optimization for estate planning purposes

The webinar will feature Creative Planning experts David Kuenzi and Roger Healy, who have expertise in European countries, and Nancy Metzger, who has significant experience in France..

Event Report

The seminar was well received and attendees were very pleased with both the content and appreciative of the generous time spent on Q&A. Comments from members include “WOW, that was a good seminar” and “Best €10 I ever spent.”

The recording of this seminar is now posted in the Members Only  section of the AARO website.