immigration uncovered podcast

Featuring

James Pittman

James Pittman

Docketwise

David Lesperance

David Lesperance

Managing Director at Lesperance & Associates

EPISODE:
036

Second Residencies and Citizenship with David Lesperance

In this episode of Immigration Uncovered, host James Pittman interviews David Lesperance, an expert on immigration, tax, and asset protection strategies for high net worth individuals seeking second residencies, second citizenships, or expatriation. They discuss considerations around three scenarios: going abroad temporarily, more permanently, and renouncing U.S. citizenship.

Main Discussion Points:

  • Strategies for those going abroad temporarily as a form of "fire insurance" in case of unrest or other issues in the U.S.
  • Immigration pathways to residency in other countries, including lineage citizenships, digital nomad and investor visas, trade agreements, and more
  • Tax treaties and financial considerations when establishing residency abroad
  • The process and tax implications of renouncing U.S. citizenship for high net worth individuals
  • Issues around the "Reed Amendment" barring re-entry to the U.S. for those renouncing citizenship
  • Non-tax motivations for expatriation, including concerns over security, political polarization, antisemitism, and more

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