Estate Planning: Structuring US Inheritances for Portuguese Beneficiaries
In this webinar, Green Ocean Global Advisors, LLC Managing Partner John McNertney, CFP® will delve into key considerations for effectively managing U.S. inheritances intended for beneficiaries residing in Portugal.
John brings over 16 years of financial planning experience from his tenure at Merrill Lynch, TD Ameritrade, and independent planning firms in the Bay Area. He holds both CFP and GFP designations, and earned his BS in Psychology from the University of Iowa, with minors in Philosophy and French.
John is an intensely creative professional who is energetic in the application of modern financial planning principles in the service of his clientele. Currently, John is co-located in Lisbon, Portugal, and San Francisco, California. His family lives in Lisbon, and they enjoy exploring continental Europe, meeting new friends, and learning new languages.
Ryan brings over a decade of industry experience with both the big Wall Street firms, as well as hedge funds and private equity where he played a leading role. He studied Economics at San Francisco State University and the University of Washington. He holds designations from the American College of Financial Services, as well as the Digital Asset Council of Financial Professionals.
Ryan's guiding principle is Clients First: He is passionate about serving as financial advocate for his clients in both in the creation and protection of wealth. He currently resides in the North Bay with his partner, Nicole. When he is not working with clients, he enjoys bicycling and rock climbing, amateur carpentry & farming, and serving as a youth mentor within local organizations.
Vasco is known to be a fierce and formidable attorney; going above and beyond to protect his clients’ best interests. For the past few years, he has been especially focused on Public Law, Labour Law, Real Estate, Immigration Law and Litigation, while performing management duties at the Firm. When he’s not in the office, you can find him on the tennis court or enjoying some of his favourite musical artists.
In this webinar, Green Ocean Global Advisors, LLC Managing Partner John McNertney, CFP® will delve into key considerations for effectively managing U.S. inheritances intended for beneficiaries residing in Portugal.
Some of the relevant issues that will be addressed include:
- U.S. Estate Law Fundamentals: An overview of estate laws applicable to U.S. citizens, residents, and non-residents owning U.S. situs property, such as real estate, corporate stock, and cash accounts.
- Cross-Border Estate Challenges: Addressing complexities like concurrent wills and navigating probate processes across multiple jurisdictions.
- Strategic Planning Solutions: Exploring proactive measures to streamline estate administration and mitigate potential legal hurdles.
We hope you can join us!
Absolutely! These sessions are for you. Bring your questions and participate during the Q&A.
Not at all. These webinars are designed for all planning to move to Portugal, not just clients of Green Ocean Global.
It’s all good. We will record the webinar and send the recording link.
Certainly. Just give them this website address and ask them to register.