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Frederic Behrens

Partner

Estate Planning

What Is New York’s Estate Tax Cliff?

January 22, 2023 - Early estate planning is recommended because of a provision called the “New York estate tax cliff” that can lead to significantly increased taxation when estate…

Frederic Behrens, Partner

Frederic Behrens

Partner

Cross-Border Planning

Receiving an Inheritance From Abroad: Special Considerations for U.S. Taxpayers

January 10, 2023 - Under most circumstances, inheriting assets is a complex process. It becomes even more intricate when it involves a non-U.S. person or international component (nonresident alien)…

Frederic Behrens, Partner

Frederic Behrens

Partner

Cross-Border Planning

Guide to Financial Planning for Non-U.S. Citizens Living in the United States

January 9, 2023 - Those living (or soon to be living) in the United States on a green card or U.S. employment visa face many financial, tax and legal…

Frederic Behrens, Partner

Frederic Behrens

Partner

Cross-Border Planning

Wells Fargo U.S. Expat Brokerage Account Closure

January 3, 2023 - At the beginning of 2021, Wells Fargo announced a reduction in service for international clients. The most impacted customers include U.S. citizens living abroad, green…

Frederic Behrens, Partner

Frederic Behrens

Partner

Cross-Border Planning

Investing as an American Expat

December 23, 2022 - Numerous factors, such as changing U.S. tax laws and expat brokerage account restrictions, have made American expat investing increasingly difficult. Fortunately, American expat financial planning…

Frederic Behrens, Partner

Frederic Behrens

Partner

Cross-Border Planning

The Importance of U.S.-Listed and U.K. Reporting Funds for U.S. Taxpayers in the United Kingdom

December 14, 2022 - U.S. taxpayers living in the United Kingdom must carefully understand the impact of U.S. and U.K. tax laws on their investment portfolio. From a U.S.…

Frederic Behrens, Partner

Frederic Behrens

Partner

Cross-Border Planning

Working With a Fiduciary U.S. Expat Financial Advisor

December 8, 2022 - U.S. citizens living abroad should work with a U.S. expat investment advisor who operates under the fiduciary standard. A U.S. expat financial advisor also has…

Frederic Behrens, Partner

Frederic Behrens

Partner

Cross-Border Planning

Top 12 Financial Planning Issues for American Citizens Living in the United Kingdom

December 4, 2022 - American citizens living in the United Kingdom face a complex interaction between U.S. and U.K. tax laws when it comes to their investments and retirement…

Frederic Behrens, Partner

Frederic Behrens

Partner

Cross-Border Planning

The PFIC Problem

December 1, 2022 - A common income tax issue encountered by U.S. citizens living abroad or U.S. permanent residents is owning foreign investment funds. These foreign investment funds are…

Frederic Behrens, Partner

Frederic Behrens

Partner

Cross-Border Planning

American Expat: Brokerage Account Closures and Restrictions

November 18, 2022 - American citizens living abroad face complicated investing and compliance issues. Unfortunately, many traditional U.S. brokerage firms and banks restrict the financial accounts of American expats…

Frederic Behrens, Partner

Frederic Behrens

Partner

Cross-Border Planning

American Expat Social Security and Retiring Abroad

November 11, 2022 - An important part of an American expat financial plan is understanding U.S. Social Security benefits. The rules for qualifying and receiving U.S. Social Security benefits…

Frederic Behrens, Partner

Frederic Behrens

Partner

Cross-Border Planning

International Estate Planning: Five Key Issues to Consider

November 4, 2022 - In today’s interconnected world, cross-border estate planning is an important issue for global families. This is especially true when one or more individuals is a…

Frederic Behrens, Partner

Frederic Behrens

Partner

Individuals and Families

The COVID-19 Correction: A Roth Conversion Opportunity of a Lifetime?

April 16, 2020 - The coronavirus-induced market sell-off late in the first quarter of 2020 rattled investors globally. But there may be a silver lining to this stock market…

Frederic Behrens, Partner