Assisting in a cross-border inheritance matter

An international family with family members in the USA, France and Germany needed legal assistance in an inheritance matter with regard to legal and tax issues deriving from a succession whose estate included real estate and movable assets located in France and the USA. The family asked UP12, GBL member, to coordinate the work with Vaughan Avocats, GBL member, to advise the heirs. Main difficulties derived from the existence of a second marriage, a will and its application in a multi-jurisdictional legal environment. Both GBL firms contributed to provide the clients with a comprehensive legal solution to minimize the family’s tax exposure.