International Estate Planning

Attorneys from Adler Pollock & Sheehan, P.C. published an article providing guidance on estate planning when a spouse is not a citizen of the U.S. The article explores the nuances of noncitizen tax status, as well as the critical differences in application of certain rules, credits, deductions, and exemptions. Crucially, it addresses treatment of resident and nonresident aliens, and alternatives to the marital deduction (which noncitizens are not entitled to take).

See E. Hans Lundsten & Joseph Marion, III, “International Estate Planning 101,” (Jun. 4, 2014).

Posted by Morgan Yuan, Esq., Associate Editor, Wealth Strategies Journal.