Estate Planning & Cross-border Strategies
Building legacy across borders
"At USAFrance Financials Multi-Family OfficeTM, we help navigate the complexities of inheritance laws and tax regulations that apply to individuals with assets or beneficiaries in both France and the United States."
Cedric Sage, CEO and Founder of USAFrance Financials GroupTM.
We help optimize the transfer of wealth while minimizing tax liabilities and while working with your attorney we work to help ensure compliance with legal requirements in both countries. Coordination in French-American estate planning
- We work to help protect and transfer your wealth seamlessly across borders
- Work to ensure your legacy is preserved according to your wishes
- Mitigating potential tax burdens
- Mitigating legal complications
- Differences in inheritance laws, tax treaties, and estate planning tools such as wills, trusts
Assist in accommodating international assets and heirs
- International estate planning strategies
- Dual competency
- Dynasty trusts
- Due care for trustees
- Family LLC
- Inheritance equalization
- Intergenerational split dollar
- Private split dollar
- Spousal lifetime access trusts
- States' estate taxes
- Business owners' exit and inter-generational strategies