U.S. – Mexico Cross-Border Estate Planning: Planning Techniques from a U.S. and Mexican Perspective
Date
2021
Journal Title
Journal ISSN
Volume Title
Publisher
Estate Planning and Community Property Law Journal
Abstract
The border between the United States (U.S.) and Mexico is more than 1,900 miles long. Texas and Mexico share 1,251 miles of that border. The two countries share more than just a line on a map; the people of Mexico and the U.S. are bound together by close economic, cultural, and historical relationships that have existed for generations. This Article intends to provide advisors with a general perspective of the cross-border estate planning issues that arise from both the U.S. and Mexican perspectives.
Description
Keywords
Estate planning, International estate planning, Lawful permanent resident, Nonresident alien, Transfer tax, Estate tax, Foreign trusts, Planning considerations, Mexico estate planning, United States estate planning
Citation
14 Est. Plan. & Cmty. Prop. L. J. 121