Trust & Estate Planning
Given the mobility of high net worth private clients, there is a great need for those in the trust and estate profession to be able to identify cross-border issues and to develop and maintain a network of colleagues with whom such issues can be properly addressed.
The purpose of our Trust & Estate Planning (TEP) Practice Group is to:
- Provide a focus for GGI members from the legal, accountancy and business advisory professions whose occupations include a significant involvement with any of the planning, creation, management of and accounting for: trusts and estates, executorship administration, and related taxes.
- Promote discussion of aspects of tax, accounting, administration statute and case law that are of general concern to Practice Group members.
- Advance training and learning and to promote the practical aspects of cross-border trust and estate planning and administration.
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Related insights
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The key to succession planning in the United States: A revocable trust
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