Trusts and Estates Law & Tax Journal

UK/US Estate Planning: A window of opportunity

Marilyn McKeever, Jeffrey Gould and Suzanne Willis analyse the interaction between UK and US tax, and how to plan best for clients ‘US citizen and resident alien transferors are allowed a lifetime exemption from tax on gifts (over and above the annual exempt amounts) aggregating $5m.’The British and the Americans are two nations divided, not …

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Marilyn McKeever (pictured) is an associate director in the trusts and personal tax department at Berwin Leighton Paisner LLP. Jeffrey Gould is a director and Suzanne Willis is an associate director at Frank Hirth