Hey, as many of you know, there is the famous issue with US estate taxes in case one dies holding US based assets.
I want to prepare for a situation where I am getting sick and want to avoid running into these issues for my dependants. I can then of course sell public stocks, but I also have some illiquid exposures to US based companies (startups) that are potentially hard for me (or anyone) to liquidate.
Has anybody researched the option to transfer ownership of assets like those to a Swiss entity (AG) to avoid triggering the estate tax from a US perspective? I am aware that I would then potentially create local Swiss taxes (dividends etc), but that’s not the main issue here.
I am looking for some pointers on dos and don’ts, for example whether I need to do something specific in the US to avoid being taxed there, and whether anything needs to be considered in terms of local setup (governance, who is the shareholder etc). Also, whether one company is enough, or whether I need two companies (US, Switzerlands, …).
Thanks for any experiences or pointers!