Cross-Border Estate Planning
Estate plans that work in the U.S. often fail in Portugal. We help clients adapt wills and trusts so they remain enforceable, tax-efficient, and compliant across both jurisdictions. This includes avoiding conflicts with Portuguese forced heirship rules, protecting inheritances for children, addressing cross-border guardianship for minor children, and reducing exposure to unexpected estate liabilities.
Insights: Why a Portuguese Will Isn’t Enough for Americans in Portugal
On-demand session on what Americans in Portugal need to know about cross-border estate planning.
Insights: What Happens to Minor Children of American Expats in Portugal Without an Estate Plan?
Foundations of US/PT Tax for Americans in Portugal
Download our free guide for Americans considering a move to Portugal
Attend our next Café + Taxes, a free event to ask questions.