How Ultra-Wealthy Families Use Cross-Border Trusts for Estate Planning

In this episode, Lucas and Luna explore how ultra-high-net-worth families use cross-border trusts to manage estate taxes across multiple jurisdictions. They break down the mechanics of a dual-residency trust structure, using the example of a Canadian-U.S. family navigating the Section 2044 estate tax trap. Specific numbers: how a $50 million estate could save over $10 million in unnecessary taxes by properly aligning trust situs and grantor status. They also discuss the trade-offs of each jurisdiction's trust rules — from the U.S. Grantor Trust rules to Canada's 21-year deemed disposition rule. A practical, case-study-driven look at the quiet work of international wealth planning. #CrossBorderTrust #EstatePlanning #WealthManagement #PrivateClient #TaxStrategy #InternationalFinance #TrustLaw #Section2044 #USCanadaTax #GrantorTrust #DeemedDisposition #EstateFreeze #SitusPlanning #HighNetWorth #Finance #FamilyOffice #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo