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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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Archives

Tag Archives for: "non-U.S. trust beneficiary"
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 What Happens to My Trust If I Move Overseas?
0
By Harry Margolis
In Irrevocable Trusts, Trustee
Posted November 13, 2024

What Happens to My Trust If I Move Overseas?

Question: I have an irrevocable trust and I am moving to Spain to retire. Can my trustee still pay me monthly income and remain my trust company? Response: Yes, that should be no problem. But [...]

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 Can Bank Serve As Trustee for Non-U.S. Resident?
0
By Harry Margolis
In Revocable Trusts
Posted August 23, 2024

Can Bank Serve As Trustee for Non-U.S. Resident?

Question: I am a dual citizen. I live in Australia but also have an account in a U.S. bank. I were to make an revocable trust but don’t have a U.S. resident to be a trustee, how should I [...]

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 How Can I Leave My Estate to My Non-U.S. Citizen Son?
0
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 Money to Family in France?
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By Harry Margolis
In Non-US Citizens
Posted June 26, 2023

How Should I Leave Money to Family in France?

Question: I am a U.S. citizen in Indiana and I have family in France. How can I leave them money after I die? Response: For the most part it’s no different from leaving money to someone in [...]

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 What are Tax Implications of Long-Term Trust for Non-U.S. Beneficiaries?
0
By Harry Margolis
In Non-US Citizens
Posted March 10, 2023

What are Tax Implications of Long-Term Trust for Non-U.S. Beneficiaries?

Question: I represent a 90-year-old U.S. citizen that lives in Florida and has never been married and has no children. He would like to leave his estate, which consists of cash, stocks, and bonds [...]

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 What Complications are There If I Leave My Trust to Non-U.S. Beneficiaries?
0
By Harry Margolis
In Non-US Citizens, Revocable Trusts
Posted February 4, 2023

What Complications are There If I Leave My Trust to Non-U.S. Beneficiaries?

Question: I am US citizen living in Illinois. I have a revocable living trust, the beneficiaries of which are my two nieces who are non-US citizens from Argentina. The assets that will be going [...]

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 As a Non-U.S. Citizen, Must I Set Up a U.S. Trust for a Trust Distribution?
0
By Harry Margolis
In Non-US Citizens
Posted October 8, 2021

As a Non-U.S. Citizen, Must I Set Up a U.S. Trust for a Trust Distribution?

Question: I am a non-U.S. citizen from Australia. My friend recently left me a significant inheritance from her trust in the United States. Do I need to set up a trust in the United States to [...]

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 What’s the Best Way to Leave IRAs to Non-U.S. Beneficiaries?
3
By Harry Margolis
In Non-US Citizens, Retirement Plans
Posted June 22, 2020

What’s the Best Way to Leave IRAs to Non-U.S. Beneficiaries?

Question: I would like to leave my 401k, IRAs, etc. to my family in the Philippines. What is the best and easiest way to do this? Should I list them as beneficiaries or should I have a living [...]

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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

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