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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Non-US Citizens

Home / Non-US Citizens /
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By Harry Margolis
In Non-US Citizens
Posted October 1, 2025

Can My Non-Citizen and Non-U.S. Resident Children be Beneficiaries of My Trust and IRAs?

Question: I have four adult children. Two are U.S. citizens and the other two are non-U.S. citizens. All are living overseas. Can I put them in my trust and name them as beneficiaries on my [...]

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By Harry Margolis
In Non-US Citizens
Posted September 19, 2025

How Do I Give Property in Mexico Upon My Death?

Question: I am a U.S. citizen and own a property in Mexico. I would like to leave it after my death to my Mexican citizen property manager. How would I go about doing that? Response: You need to [...]

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 Can My Capital One Account be Payable to My Non-U.S. Citizen Nieces?
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By Harry Margolis
In Non-US Citizens
Posted October 18, 2024

Can My Capital One Account be Payable to My Non-U.S. Citizen Nieces?

Question: I bank only through Capital One so I do not have a physical bank. My nieces live in Europe and they are my beneficiaries. How can I make sure they get the money from my Capital One [...]

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 How Can I Leave My Estate to My Non-U.S. Citizen Son?
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By Harry Margolis
In Non-US Citizens, Wills
Posted August 21, 2024

How Can I Leave My Estate to My Non-U.S. Citizen Son?

Question: I am a U.S. citizen and have one adult child who has an English passport. I want to name him sole beneficiary of my estate which includes two single-family homes and money invested in [...]

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 How Should I Leave My Estate to My Teenage Daughter and Siblings Overseas?
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By Harry Margolis
In Non-US Citizens, Wills
Posted August 7, 2024

How Should I Leave My Estate to My Teenage Daughter and Siblings Overseas?

Question: I don’t have a will yet but am planning to have one soon. My wife and teenage daughter live with me here in the United States. I have siblings who live overseas. I intend to leave [...]

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 Does It Make Sense for U.S. Citizen to Own Real Estate Through Foreign Corporation?
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By Harry Margolis
In Non-US Citizens
Posted June 19, 2024

Does It Make Sense for U.S. Citizen to Own Real Estate Through Foreign Corporation?

Question: A foreign corporation (Panamanian) owns a townhouse in Florida. My dad is the owner of the corporation. The corporation needs to be reinstated and my dad wants me (a U.S. citizen) to [...]

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 Must a Trust Be Notarized and How Can That Happen if Grantor is Overseas?
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By Harry Margolis
In Non-US Citizens, Revocable Trusts
Posted June 14, 2024

Must a Trust Be Notarized and How Can That Happen if Grantor is Overseas?

Question: A client who is a citizen and resident of Brazil, but owns U.S. property would like to create a trust governed by Michigan law and transfer the U.S. property to the trust. The trust [...]

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 What is Tax Treatment of Trust with Non-U.S.-Based Trustees?
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By Harry Margolis
In Non-US Citizens
Posted June 12, 2024

What is Tax Treatment of Trust with Non-U.S.-Based Trustees?

Question: My sister who lived in the Massachusetts has passed away. In her will, she asked that my other sister and me to manage a trust fund until her daughters reach 30. My other sister and I [...]

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 Can I Transfer My Assets in Guyana to My U.S.-Based Trust?
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By Harry Margolis
In Non-US Citizens
Posted April 12, 2024

Can I Transfer My Assets in Guyana to My U.S.-Based Trust?

Question: I am a US citizen. I have assets in Guyana. My kids are US citizens. Can I set up a US trust and have my non-US assets added to it for my kids. Response: It sounds like you live in [...]

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 How Do I Open a Trust Account from Outside the United States?
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By Harry Margolis
In Non-US Citizens, Revocable Trusts
Posted January 12, 2024

How Do I Open a Trust Account from Outside the United States?

Question: I have a property in Nevada but on escrow now. I would like to make the purchase in the name of my living trust. Only problem now is I am outside the country and have not opened a [...]

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Wondering if a trust makes sense for you?

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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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Wondering if a trust makes sense for you?

This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book
(An Amazon Prime Reading selection)

Read Sample Chapters