We were delighted to have been invited to present a seminar on cross-border issues in estate planning for the Leo Cussen Institute recently. Renuka Somers of Asena Advisors collaborated with Matthew Burgess of View Legal to present on Australian testamentary trusts and issues that affect testators and beneficiaries specifically in the US-Australia context.
The seminar and materials can be accessed at https://store.leocussen.
edu.au/products/estate- planning-and-cross-border- issues
For more information on cross-border estate planning, please contact
Head, US-Australia Tax Desk