Estate Tax Planning for Mixed Nationality Families

Estate Tax Planning for Mixed Nationality Families

On October 28 at the Oriental Residence, AMCHAM’s Tax Committee organized an event on Estate Planning for Mixed Nationality Families. Estate and succession planning is a daunting task at the best of times, but mixed nationality families face added challenges (and opportunities).  Art Winter, Partner at Winter & Melbinger, LLP gave an overview of the possible ways that US citizens can leave assets to non-U.S. spouses, touching on wills, living trusts, and totten trusts, highlighting the practical advantages and limitations of each.  Jonathan Blaine, Thailand Tax Director & Head of Regional Compliance & Investigations at DFDL (Thailand), presented on Thai inheritance tax regulations as they affect non-Thai citizens with Thai families or Thai assents before going on to share a handful of case studies involving cross-national estates.

The presentations prompted active questioning by an attentive audience, allowing the speakers to speak directly to the audience's concerns, delving into particulars of Thai and U.S. estate law. Both slide presentations are available for reference in the member login area of the AMCHAM website.

AMCHAM would like to thank the Tax Committee Co-Chairs, Matthew Stevens, Jonathan Blaine, and John Andes, for organizing this event.

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