Can Non-US Citizens be Beneficiaries of a Trust?
Question: My sister in law, age 79, just lost her 90-year-old husband. They held everything jointly, so there’s no problem now. But they had no children and she is considering making a [...]
Problems with Non-US Owners of US Investment Accounts
Question: My two sons are British citizens living in the United Kingdom. They are beneficiaries of my trust here in the United States. How can they claim or receive the money? There’s no [...]
What’s the Effect on My Right to Visit My Grandchildren if they Move to Canada?
Question: My adult son moved from California to Edmonton, Canada. He is not married to the girl he has been living with for almost five years and with whom he has children. What rights do I have [...]
How Should I Leave Assets to a Beneficiary in Another Country?
Question: My question relates to Non-Resident Aliens (not a spouse). I am 71 years old, a US citizen, and a resident of Florida. I am and always have been single. I have approximately one [...]
Estate Tax Planning for Non-Citizen Spouses
The good news, if your spouse or anyone you want to include in your estate plan is not a United States citizen, is that for the most part that won’t affect your estate plan. The probate laws of [...]