This text has been translated by auto-translation. There may be a slight difference between the original text and the translation. (Original Language: 日本語)

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Merritt Law

Certified Specialist in Estate Planning, Trust&Probate Law by The State Bar of California

    • Useful info / Professional
    • 2024/05/28 (Tue)

    This text has been translated by auto-translation. There may be a slight difference between the original text and the translation. (Original Language: 日本語)

    Announcement of the 14th Webinar: "Retirement Home in the U.S.A. ? or Japan ?" Saturday, June 22, 3:00PM (PDT)


    "Retirement Home in America ? or Japan ?"
    14th Webinar Announcement : June 22nd, 3:00PM (PDT)

    We are in the most pleasant season of the year, and we hope you are all doing well today. The 14th Webinar in the "Retirement Home in the U.S.󾅩 or Japan󾅩 series.

    Returning to Japan in the Future ・ One of the major concerns that we are often asked about by people who are considering immigration is the tax issues that may arise in both Japan and the US after returning to Japan.
    In this webinar, tax specialists from Japan and the U.S. will explain the differences in tax laws between Japan and the U.S. and the treatment of foreign tax credits based on the U.S.-Japan Tax Treaty.

    Examples of topics to be covered in this webinar are as follows.
    • Tax issues associated with the sale of US real estate
    • Tax returns on capital gains and dividends from financial assets left in the US
    • Tax returns on income from social security, 401K, IRAs, etc.
    Tax Issues Related to Remittances from the U.S. to Japan, Taxation of Foreign Exchange Gains
    • Specific Procedures for U.S.-Japan Tax Treaties and Foreign Tax Credits

    And as we have done since the last webinar, we will be taking questions on this topic or other topics before the webinar. Please feel free to ask us any questions you may have about this or any other topic. We plan to summarize the session in about 2 hours, including our commentary and Q&A.

    Lecturer Introduction
    ・ Hikaru Fujimoto ( MC ) CPA, MBA, JD, CEO of CHI Border Inc
    ・ Noboru Muto CPA, CDH Accounting Firm
    ・ Takuya Takatori International Tax Professional CPA ・ Tax Accountant
    ・ Takatori CPA Office

    (Q & Joined from A Session )
    ・ Takami Hamadani (Realtor, CA )
    ・ Merit Yuka Ohashi (CA Estate Plan Attorney at Law ⌘)
    ・ Toru Minoda Japan Return Consultant,
    ・ Life Mates Social Insurance & Labor Law Office
    ・ Masashi Yamamoto (Financial Advisor, ⼭) Webinar Secretariat)

    Webinar Dates and Participation/Viewing Instructions: June 22nd ( Sat ) 3pm ~ 5pm ( PDT )
    Webinar Registration ︓ Click on the registration link below or click on the QR code on your smart phone or scan the QR code with your smart phone to register.
    Note: Due to the limited number of participants, please register as soon as possible. Please register early as the number of participants is limited and please share this flyer with your friends who may be interested.
    If you have any questions about the webinar, please contact Mr. Yamamoto at the secretariat.
    Email address: mark@retireinjapan.net

    • Useful info / Professional
    • 2024/05/27 (Mon)

    This text has been translated by auto-translation. There may be a slight difference between the original text and the translation. (Original Language: 日本語)

    Inheritance through a Living Trust

    Have you heard of living trusts ( living trusts )?

    In the United States, living trusts are frequently used in estates, the most typical being the Revocable Living Trust ( Revocable Living Trust ). Establishing a Revocable Living Trust and making your estate a trust estate generally has the following advantages

    ( 1 ) During your lifetime, you are free to own ・ and manage your property as you always have.
    ( 2 ) You can appoint a person whom you trust as Successor Trustee ( Successor Trustee ) in advance, so that if you become unable to manage your property due to illness or old age, you can leave the property to that person.
    ( 3 ) Upon death, the trust estate is not subject to probate ( court-supervised probate ) and can be distributed to the beneficiaries by the successor trustee or arranged to continue to be administered for the beneficiaries.

    Estate planning with a living trust is the most adaptable plan because it can be prepared for a variety of situations.

    Merritt Law Firm can assist you with estate planning and estate planning by creating a living trust that is carefully tailored to your unique situation. Please feel free to contact us for more information.

    • Useful info / Professional
    • 2024/05/23 (Thu)

    This text has been translated by auto-translation. There may be a slight difference between the original text and the translation. (Original Language: 日本語)

    Inheritance through a Living Trust

    Have you heard of living trusts ( living trusts )?

    In the United States, living trusts are frequently used in estates, the most typical being the Revocable Living Trust ( Revocable Living Trust ). Establishing a Revocable Living Trust and making your estate a trust estate generally has the following advantages

    ( 1 ) During your lifetime, you are free to own ・ and manage your property as you always have.
    ( 2 ) You can appoint a person whom you trust as Successor Trustee ( Successor Trustee ) in advance, so that if you become unable to manage your property due to illness or old age, you can leave the property to that person.
    ( 3 ) Upon death, the trust estate is not subject to probate ( court-supervised probate ) and can be distributed to the beneficiaries by the successor trustee or arranged to continue to be administered for the beneficiaries.

    Estate planning with a living trust is the most adaptable plan because it can be prepared for a variety of situations.

    Merritt Law Firm can assist you with estate planning and estate planning by creating a living trust that is carefully tailored to your unique situation. Please feel free to contact us for more information.

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