Primary Contacts

David Scott Sloan
Partner
Boston

David Scott Sloan assists high-net-worth clients to reach and maintain their financial and estate planning goals. From wealth management to lifestyle pursuits to philanthropic interests,...

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Edward "Ed" Koren
Partner
Tampa
Lakeland

Edward F. Koren Jr. leads Holland & Knight's Private Wealth Services group. His practice is heavily involved in wealth planning and protection for entrepreneurs and multi-generational...

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Articles & White Papers
Private Wealth Services

Alien Concepts: Navigating The Labyrinth of Rules Applying to Gifts and Estates of Non-U.S.Citizens
 
January 1, 2008
 
Leigh-Alexandra "Leigh" Basha- Northern Virginia

This article examines some of the rules dealing with gift and estate tax when one or both of the clients are non-U.S. citizens. It is intended as a “quick-reference guide” for advisors. However, competent professional advice from an expert in this field is strongly recommended. Co-authored by LEIGH-ALEXANDRA BASHA of Holland & Knight and Cal Brown, CFP®, MST, this article was previously published online in the January 2008 issue of the Journal of Financial Planning.

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