Beyond Borders & Working Together - Estate Planning Essentials 2025

Untangle the complexities that arise when putting together an estate plan that involves foreign assets and beneficiaries, and a possible non-resident estate trustee. Also, learn about different professionals who can contribute to your estate plan. In this session, we cover: • Foreign assets & beneficiaries • Foreign assets held by deceased • Foreign resident beneficiaries of an Australian estate • Withholding tax on estate income • Residency of executor • Double tax agreements • Working with other professionals on an estate plan • Soft skills when doing estate planning