Protecting What You've Built: A Cross-Border Estate Planning Webinar for German American Families and Professionals

Many German nationals and German American families living and working in the United States have built significant lives, careers, and assets here. But very few have a clear plan for what happens to those assets if something unexpected occurs, especially when those assets, family members, or legal ties span two countries.

This free educational webinar, hosted by Shannon P. McNulty, Esq. of The Village Law Firm, will walk GACC members and their networks through the specific legal and financial planning questions that come up when your life is rooted in two countries. The session is designed to be approachable and practical, with real examples from cross-border client situations and time for live Q&A.

Topics covered will include:
What happens to your U.S. assets if you pass away as a non-citizen or non-resident How to protect your children if you and your family straddle two countries What estate taxes and inheritance rules apply when assets or heirs are in both the U.S. and Germany How to structure your estate so that a move back to Germany does not disrupt what you have already put in place What U.S. documents every German national living in New York should have in place now

Target Group:
German nationals and German-American dual citizens living and working in New York City, particularly professionals in finance, technology, law, and business. Members of the German-American Chamber of Commerce, their employees, and family members. High-income households with assets or family ties in both countries.

Format: Live virtual webinar via Zoom Duration: 60 minutes (40 minutes of content, 20 minutes of Q&A)

Speaker:

Shannon P. McNulty, Esq. is an estate planning and elder law attorney and founder of The Village Law Firm. A graduate of Georgetown Law and holder of an LL.M. in Taxation from NYU, she is the author of The Complete Guide to Estate Planning for New York Parents and a frequent speaker on estate planning, elder law, and asset protection.