Academy
Intermediate3 lessons · 16 min
Estate Planning
Indian investors holding US-situs assets face an estate tax exposure most people are completely unaware of. This track unpacks the exposure and the standard tools to manage it.
What you'll learn
- Identify which assets are US-situs and trigger estate tax
- Understand the USD 60,000 exemption for non-resident aliens
- Evaluate structural alternatives (IFSC feeders, UCITS, life insurance wrappers)
- Draft an inheritance roadmap across jurisdictions
Lessons
Ready to test yourself?
Pass the exam for a GlobalWisor certificate.