Severiano Ortiz co-presents with Tiago Cassiano Neves (Kore Partners in Lisbon, Portugal) and Pedro Jesus Fernandez (Kinship Law Partners in Madrid/Marbella, Spain), Portugal and Spain – From Golden Visas to Tax Considerations for High-Net-Worth Individuals in Search of the Sun.
With an increased interest in multiple nationalities, coupled with the recent and numerous news publications that highlight the Iberian quality of life and year-round sunshine, U.S. persons have begun to take notice. This panel will explore the Golden Visa and tax planning opportunities currently sought after in both Portugal and Spain, and how such planning applies to U.S. high-net-worth individuals. Society of Trust & Estate Practitioners (STEP) Mid-Atlantic Webinar. September 21, 2022.