News & Analysis as of

Estate Planning › Qualified Domestic Trust (QDOT)

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Davidoff Hutcher & Citron LLP

Global Wealth, Local Laws: What 8 International Estate Planning Issues Should High-Net-Worth Individuals Consider?

Davidoff Hutcher & Citron LLP on

Navigating International Estate Planning - Today, more and more people own property in more than one country, and that requires particular consideration when planning their estate. Traveling has become so easy that many...more

Lasher Holzapfel Sperry & Ebberson PLLC

Estate Planning for the Modern Global Family

Lasher Holzapfel Sperry & Ebberson PLLC on

Estate planning tends to be a topic that overwhelms most people. It can be further complicated for modern-day global families whose lives include international nuances. For example, when one spouse is not a U.S. citizen,...more

Dunlap Bennett & Ludwig PLLC

When Do I Need A Living Trust In Washington?

Dunlap Bennett & Ludwig PLLC on

A living trust, also known as an “inter vivos” trust, is a trust that you create while you are still living. Trusts can be understood as a type of contract between the funder of the trust (“trust grantor”), the trustee, and...more

Davis Wright Tremaine LLP

Considerations When Leaving a Family-Owned Business Interest to a Non-U.S.-Citizen Spouse

Davis Wright Tremaine LLP on

Family-owned business owners in Washington State should be aware that leaving family-owned business interests outright to a surviving non-U.S.-citizen spouse can result in Washington estate taxes due at the first spouse's...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - October/November 2019: Estate planning with a foreign twist

Adler Pollock & Sheehan P.C. on

If a married couple includes a non-U.S. citizen spouse, there are special estate planning rules to take into account, such as a significantly smaller estate tax exemption. This article explains the differences in estate tax...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - October/November 2019

Adler Pollock & Sheehan P.C. on

Do you know the differences in estate tax law for couples when both spouses are U.S. citizens vs. when one spouse is a non-U.S. citizen? Or what nonlegal document should accompany a will? We are pleased to present the...more

Bowditch & Dewey

Estate Planning for a Non-U.S. Citizen Spouse

Bowditch & Dewey on

There are special estate tax planning considerations when a non-U.S. citizen spouse is part of the picture. To be clear, a non-U.S. citizen spouse may be living in the U.S. and even hold a green card, but he or she does not...more

McGuireWoods LLP

Estate Tax Changes Past, Present, and Future (Updated)

McGuireWoods LLP on

I. INTRODUCTION - This outline is a selective and evolving review of the history of the modern federal estate tax. It originated during the attempts to repeal the estate tax in President Clinton’s second term and...more

Proskauer Rose LLP

The New Estate Tax Law – Here Today, Gone Tomorrow

Proskauer Rose LLP on

Increase in Exemption from Estate, Gift and Generation-Skipping Transfer Taxes - On December 22, 2017, the Tax Cuts and Jobs Act (the "Act") was signed into law. The Act implements a variety of significant tax reforms....more

Ward and Smith, P.A.

QDOT-ting I's and Crossing T's: Estate Tax Planning for Non-United States Citizen Spouses

Ward and Smith, P.A. on

Individual and corporate citizens from countries around the world have moved to North Carolina and contributed materially to our state's economic, educational, and cultural growth. Foreign direct investment ("FDI") in North...more

10 Results
 / 
View per page
Page: of 1

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
Sign up Log in
*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
- hide
- hide