Issues Family Offices Face When  A Client Marries a Noncitizen

Issues Family Offices Face When A Client Marries a Noncitizen

Four important, but often overlooked, planning scenarios

Most family offices that serve U.S. families are well aware that special planning considerations can arise when a U.S. citizen family member marries a noncitizen. Should the client’s estate plan be revised to incorporate a qualified domestic trust (QDOT) to ensure that assets passing to the surviving noncitizen spouse qualify for the federal estate tax marital deduction? Use of QDOT planning may or may not be appropriate, particularly for couples who reside in jurisdictions, such a

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish