US Estate, Gift & Succession Planning
US estate, gift and GST planning for cross-border families.
Overview
The US federal estate tax applies to the worldwide assets of US citizens and domiciliaries, and to the US-situs assets of non-resident aliens, at a top rate of 40% above the exemption.
For families with US connections the exposure is real. We work with business owners, founders, family offices and high-net-worth families on transferring wealth efficiently across generations, bringing the US estate and gift position together with the India, UAE and other jurisdiction positions into one plan.
Planning and Structures
- Estate, Gift & Generation-Skipping Transfer (GST) Tax Planning
- Cross-Border Succession Strategies
- Family Trusts, Foundations & Wealth Holding Structures
- US-Situs Asset Planning for Non-US Persons
What we do
Planning and Structures
How wealth is transferred can significantly influence long-term tax outcomes. We look at the estate, gift and GST position together, covering lifetime gifting, exemption use, and ownership models that move wealth to the next generation in a way that supports the wider plan rather than one gift at a time.
How we work
We help families build ownership structures that continue to work as assets grow, jurisdictions change and wealth passes across generations. Engagements are partner-led, with the estate, gift and income tax angles taken together rather than separately, and any reporting kept consistent with the structure and coordinated with your return preparers.
Your KCM team
The people directly responsible for US Estate, Gift & Succession Planning engagements.
Protect your family's wealth across generations.
Speak with our advisers to build an ownership and succession plan that works seamlessly across the US, UAE, India and beyond.