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 [...]

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 [...]

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 [...]

Question: Can an overseas U.S. citizen set up a revocable grantor living trust for their U.S. financial assets without a U.S. state of residency specified? Response: Yes, that should be fine. But [...]

Question: My daughter is now working in Amsterdam for a European-based company. She’s wondering if she can continue to contribute to her Roth IRA or her individual IRA. Response: This is outside [...]

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 [...]

Question: My client is an Indian citizen and has already executed a will in India. While in India, she accumulated stock in the United States. Her Indian will has her dad, mom, and daughter as [...]

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 [...]

Question: At what stage is a trust is treated as a foreign trust? If the trust has a non U.S person trustee, would it be deemed to be a foreign trust. But at what stage does it become a foreign [...]

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 [...]