Estate Planning Essentials 2025: Beyond Borders & Working Together

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

  • Impact of foreign assets & non-resident beneficiaries​

  • Loss of CGT rollover​

  • CGT Event K3​

  • Withholding tax​

  • Residency of the executor & the estate ​

• Collaboration with other professionals

  • Necessity & benefits of multi-disciplinary approach to estate planning​

  • Distinct & complementary roles of different parties​

• Strategies for developing estate planning advisory service​s

  • Structure, price & market estate planning advisory services​

    • Client communication & engagement

  • Service packaging & pricing models

Date recorded: 21 October 2025