Cross Border Estates – A Refresher

Aim:

• Although international travel is severely curtailed at the moment this does not reduce the possibility of dealing with an estate of someone who has made England their home. When they die here with assets and connections with other countries it is necessary to take a careful approach. There is only time for a basic overview in this session, but the aim of this webinar is to provide the practitioner new to this topic with an approach to dealing with cross border estates

Outcome:

• Participants will be able to:
  • Take a logical approach to the estate and decide whether it is one they are equipped to deal with or whether they have to refer to counsel or another firm

Agenda:

• Identifying the connecting factors
• Establishing whether there is a will which covers the worldwide estate or not
• Finding counterparts in overseas jurisdictions or suitably qualified people in England
• Who are you acting for – are there likely to be any conflicts of interest?
• Succession issues
• Tax issues