Estate Planning: Structuring US Inheritances for Portuguese Beneficiaries

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In this webinar, Green Ocean Global Advisors, LLC Managing Partner John McNertney, CFP® delve into key considerations for effectively managing U.S. inheritances intended for beneficiaries residing in Portugal.‍

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Some of the relevant issues that were addressed include:

• U.S. Estate Law Fundamentals: An overview of estate laws applicable to U.S. citizens, residents, and non-residents owning U.S. situs property, such as real estate, corporate stock, and cash accounts.
• Cross-Border Estate Challenges: Addressing complexities like concurrent wills and navigating probate processes across multiple jurisdictions.
• Strategic Planning Solutions: Exploring proactive measures to streamline estate administration and mitigate potential legal hurdles.

We hope you enjoy!