The Advisor’s Guide to Cross-Border Matters
A reference work in five volumes for professionals who advise clients with assets, residences, heirs or trusts in more than one country.
| Author | Caroline Ashford, PhD, JD |
| Publication date | January 3, 2027 |
| Extent | Five volumes, 94 chapters |
| Law stated as of | October 15, 2026 |
| Language | English |
| Ordering | Format, price and ordering details are given on publication. |
Summary
- 1.Five volumes and 94 chapters, published together on January 3, 2027, and sold as a set.
- 2.Four volumes are organized by client type; the fifth addresses the subjects specific to estate attorneys.
- 3.The applicable tax treaty is treated as the rule rather than the exception.
- 4.Foreign law is treated comparatively for five countries: Germany, France, Switzerland, Italy and the United Kingdom.
- 5.Each subject is explained once, in a single chapter, and cited by reference everywhere else.
- 6.The law is stated as of October 15, 2026.
Readership
The set is written for advisors rather than for their clients: certified public accountants and enrolled agents, estate planning and tax attorneys, trust officers and other fiduciaries, private banks, registered investment advisers, custodians and family offices.
The Set at a Glance
| Volume | Title | Written for | Chapters |
|---|---|---|---|
| I | The Non-Citizen in the United States | Advisors to green card holders, visa holders and their families | 20 |
| II | The Nonresident Client with U.S. Assets | Private banks, registered investment advisers, custodians and accountants with non-U.S. clients | 32 |
| III | The Foreign Beneficiary | Trust officers, executors and their accountants paying beneficiaries abroad | 10 |
| IV | The U.S. Person Abroad | Advisors to U.S. citizens and green card holders living overseas | 10 |
| V | Cross-Border Succession, Trusts and Administration | Estate attorneys | 22 |
| Total | 94 |
The Five Volumes
Volume I. The Non-Citizen in the United States
Follows the non-citizen who lives in the United States from the residence and domicile tests through arrival, holdings in the home country, work, marriage to a non-citizen and inheritance, to the return home.
Volume II. The Nonresident Client with U.S. Assets
Addresses the non-U.S. person who holds assets in the United States or does business there: situs and the two transfer tax regimes, the treatment of each asset class, the U.S. business, and the withholding and reporting system.
Volume III. The Foreign Beneficiary
Addresses the heir or trust beneficiary who lives outside the United States: how the beneficiary’s country taxes what arrives, and what the U.S. fiduciary must withhold, report and verify before paying.
Volume IV. The U.S. Person Abroad
Addresses U.S. citizens and green card holders who live abroad, and everyone who retires abroad after working in the United States, whatever their nationality: status and taxation abroad, accounts and investments, and retirement income.
Volume V. Cross-Border Succession, Trusts and Administration
Gathers the subjects specific to estate attorneys: conflicts of succession law and of marital property regimes, trusts and their substitutes in civil-law systems, estate administration in depth, charitable transfers, and disputes and family breakdown.
How the Set Is Organized
Each concept has one owner chapter; other chapters cite it, in the form “Volume II, Chapter 19”, instead of restating it. No chapter is devoted to a single foreign country.
Publication Notice
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Das amerikanische Vermögen
Tax, wealth and estate planning for Germans living in the United States. In German; published October 29, 2026.
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