Estates and Trusts Videos
Video links are embedded in password protected Word documents
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Estates and Trusts Call No 1 - 16/4/2025
DownloadDownload and view a comprehensive summary of the session with a video link below.
The password was emailed to all members on xx/xx/xxxx.
Video Summary
The team discussed the growing trend of family offices in US, Hong Kong and Singapore, their favourable legal and tax environment, and their potential as locations for structuring wealth management.
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Estates and Trusts Call No 2 - 16/4/2025
DownloadDownload and view a comprehensive summary of the session with a video link below.
The password was emailed to all members on xx/xx/xxxx.
Video Summary
The group discussed the challenges and opportunities in international estate planning, with a focus on cross-border taxation and the complexities of dealing with clients from different countries. They also explored potential initiatives for the international estate planning practice group, including creating a spreadsheet with estate and gift tax rates for different jurisdictions and holding regular meetings. The group also discussed the lack of regulation in healthcare decision-making and the practices of estate planning and wealth management in different countries, with a particular focus on Brazil.