Navigating Cross-Border Inheritance & Estate Taxation: Key Considerations for Global Financial Professionals

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Brought to you by the International & Cross-Border Planning Knowledge Circle: Cross-border financial planners often face complex estate and inheritance tax issues when advising clients with assets in multiple jurisdictions. This session will provide practical insights into estate and inheritance tax planning for expatriate clients, covering key topics such as US and foreign estate tax regimes, double taxation risks, and effective collaboration with external professionals. Attendees will gain a deeper understanding of tax treaties, estate planning strategies, and how to develop a trusted professional network to support their clients.

Disclaimer: The views and opinions expressed in FPA Learning Sessions are those of the speaker(s) and do not necessarily represent the views or opinions of the webinar organizers.

Competency Level: Advanced

FPA Competency: Critical Thinking

CFP Board Topic: Estate Planning

CFP Board CE Credit Hours: 1

Recognize the tax complexities that arise when planning cross-border estates, including differences in US and foreign inheritance tax systems.
Develop strategies to mitigate estate tax burdens for expatriate clients, leveraging tax treaties and professional collaboration.
Enhance communication and coordination with external foreign advisors to ensure effective estate execution and financial planning for clients.

Arielle Tucker, CF{®, EA

Founding Partner, Cross Border Planning

Connected Financial Planning | Passport To Wealth®

Arielle Tucker, CFP®, EA, is a cross-border financial planner, author, and podcast host based in Zurich, Switzerland. Originally from Rochester, New York, she has spent more than 15 years living in Europe and working at the intersection of U.S. and European financial planning and U.S. tax.

Arielle is the founder of Connected Financial Planning, where she helps U.S. expats and internationally mobile professionals and families navigate the complexities of building wealth across borders. Drawing on experience spanning Big Four, FinTech, and independent financial planning, she brings a practical, education-first approach to helping clients understand their finances, make informed decisions, and build financial lives aligned with their values and long-term goals.

She also hosts Passport To Wealth®, a weekly podcast and financial education platform for U.S. connected expats worldwide. The podcast has ranked among the Top 100 podcasts in the United States, France, Switzerland, Sweden, Australia, and Great Britain.

Arielle is the author of The Expat Money Playbook, published by Wiley and named an Amazon #1 New Release. Through her advisory work, writing, and podcasting, she is committed to making complex cross-border financial topics more understandable and giving Americans abroad the knowledge and tools to navigate their financial lives with greater clarity and confidence.

Sasha Young

Tax & Estate Planning Attorney

Areia Global Legal Advisors

Sasha Young da Silva is an American attorney based in Lisbon supporting Americans in Portugal on cross-border tax and estate planning matters. She uses international wills, private companies and foundations, and both foreign and domestic trusts to plan for the succession of clients' assets. She also helps international clients exploit U.S. tax regulations and international treaties to mitigate double tax exposure. Sasha has a diverse background in finance, entertainment, and estate planning. She is admitted to the Florida and Washington State bars in the United States.