Private: Megha Ramani's Case Studies

US-UK cross-border estate planning

This matter involved advising a UK domiciled individual married to a US citizen on an estate plan that was US and UK law compliant. Working in conjunction with US counsel, the advice included:

  • Structuring the estate to benefit from the US marital deduction and UK spouse exemption for death duties
  • Advice on tax-efficient investments of a lifetime UK discretionary trust with US beneficiaries
  • Advice on purchase of US real estate via a US revocable trust versus a US limited liability company

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