Navigating Cross-Border Inheritance & Estate Taxation: Key Considerations for Global Financial Profe

The April International & Cross-Border Planning Knowledge Circle will be held on Wednesday, April 16th at 11 am ET.

Guest speakers Arielle Tucker and Sasha Young will be presenting, "Navigating Cross-Border Inheritance & Estate Taxation: Key Considerations for Global Financial Professionals."

Cross-border financial planners often face complex estate and inheritance tax issues when advising clients with assets in multiple jurisdictions. This session will provide practical insights into estate and inheritance tax planning for expatriate clients, covering key topics such as US and foreign estate tax regimes, double taxation risks, and effective collaboration with external professionals. Attendees will gain a deeper understanding of tax treaties, estate planning strategies, and how to develop a trusted professional network to support their clients.

Arielle has spent over a decade working on personal tax and financial planning issues for clients who, like her, live and work in Europe. She founded Connected Financial Planning to empower professionals and families to build a life that reflects their core values while building a stable financial future. She believes that financial education is the cornerstone of every client relationship. Arielle is also the co-host of Passport to Wealth, a podcast and education platform designed to serve US expats around the globe and provide valuable insights and resources to those navigating the unique challenges of building wealth and managing finances while living abroad.

Sasha Young da Silva is an American attorney based in Lisbon supporting Americans in Portugal on cross-border tax and estate planning matters. She uses international wills, private companies and foundations, and both foreign and domestic trusts to plan for the succession of clients' assets. She also helps international clients exploit U.S. tax regulations and international treaties to mitigate double tax exposure. Sasha has a diverse background in finance, entertainment, and estate planning. She is admitted to the Florida and Washington State bars in the United States.