ICLG Private Client 2024: Pre-Immigration Planning Considerations for the HNW Client – Think Before You Leap

Joshua Rubenstein, partner and national chair of Katten's Private Wealth Department, has authored a section in the Private Client 2024 International Comparative Legal Guide, which covers common cross-border issues in private client laws, including pre-entry tax planning, taxation issues on inward investment, succession planning, trusts and foundations, immigration issues and tax treaties in 24 jurisdictions.

Josh's section, "Pre-Immigration Planning Considerations for the HNW Client – Think Before You Leap," provides planning considerations for high-net-worth individuals and families immigrating to the United States.

Josh addresses the consequences of residency, pre-immigration planning goals, and, of equal importance, post-immigration reporting obligations. He also covers changes of mind, when individuals decide to end their resident status in the United States.

"Pre-Immigration Planning Considerations for the HNW Client – Think Before You Leap," Global Legal Group, January 31, 2024