Masterclass: Cross-Border Estate Planning for Americans in Portugal
This masterclass covers what Americans in Portugal need to understand about cross-border estate planning: how two legal systems simultaneously claim authority over the same estate, what Portuguese forced heirship actually requires and why it catches Americans off guard, how U.S. trusts are frequently misread by Portuguese advisors, how financial institutions behave in practice after a death, and what supporting documents a complete cross-border plan requires beyond a single will.
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U.S. Trusts in a Portuguese Context
U.S. trusts are among the most commonly used American estate planning tools and among the most frequently misread when they cross into a Portuguese legal context.
U.S. trusts are among the most commonly used American estate planning tools and among the most frequently misread when they cross into a Portuguese legal context.
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