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Cross-Border Wealth Planning: Protecting Assets & Navigating Global Tax | Sarah Jacobson, Day Pitney
On April 30, Day Pitney Partner Sarah Jacobson joined the On Pointe podcast to discuss the tax and estate planning challenges that arise when families, assets, and fiduciaries cross borders, and how thoughtful planning supports wealth preservation in an increasingly complex global tax environment.
The conversation explores a range of cross-border considerations, including the tax implications when U.S. family members relocate abroad, succession and forced heirship rules impacting foreign property, and the evolving challenges presented by global mobility and digital nomadism. Drawing on her experience, Sarah outlines how thoughtful structuring and coordinated planning can help protect assets and mitigate risk for internationally connected families.
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