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