The world is shrinking, immigration is growing and increasingly Australians have assets and families around the world. Estate planners need to understand the risks in managing “global” connections in the estate planning process and this session will cover some of the complexities, including:

• Identifying that there is a global issue and understanding the consequences.
• Does dual nationality have a bearing on estate planning issues?
• Establishing domicile: case study of Re Tang [2017] VSC 59 (and appeal [2017] VSCA 171).
• What bearing will asset and beneficiary location have on the estate plans?
• Jurisdictional issues: which route to follow to achieve the greatest benefit?
• Foreign Wills and International Wills – what is the difference and will these overcome any obstacles?
• Managing multiple wills and avoiding conflicts between them,
• What happens where a beneficiary is a foreigner – which law applies to the distribution?
• The relevance of international conventions and treaties.