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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-US citizen trustee"
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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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 What is Tax Treatment of Trust with Non-U.S.-Based Trustees?
0
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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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