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Estate Planning for Non-U.S. Citizens and Residents

Our world has become more interconnected. Every year, millions of people cross borders in search of a better life, to advance their careers or to pursue marriage and raise a family. And when they do, their legal and financial obligations, especially with respect to taxation, can become more complex. Different rules regarding citizenship, residency, property rights and taxes may apply in the various jurisdictions which come into play.

While such increased mobility brings people together and enhances our lives in many ways, there are a myriad of issues which may arise. Sometimes the laws of two countries may be in conflict; it may not always be clear who is a successor in terms of property rights, and then there is the risk of double taxation on income or assets. All of this can make estate planning for non-U.S. residents a challenge without the proper professional advice.

Thankfully, there are laws in the United States which limit the scope of taxation for non-U.S. residents, and the analysis typically centers around the “situs” or location, of such assets, or where the income was earned. However, the laws are different for certain assets and categories of income, such as stock dividends or proceeds from the sale of real estate. Keep in mind that both personal and business dealings can impact a family’s net worth, and with it, the family’s exposure to taxation around such income and assets.

Thorn Law Group’s international trust and estate planning attorneys focus on planning for U.S. citizens, non-U.S. citizens and multinational families with property and rights in more than one country. Our attorneys work to obtain successful tax planning while simultaneously addressing family values, personal priorities and the successful preservation of family assets.

To accomplish our clients’ goals, we assist in:

  • Structuring the ownership of worldwide assets of multinational families using trusts, foundations, corporations, and other U.S. and foreign entities
  • Asset protection and immigration planning for persons preparing immigrate to or expatriate from the United States
  • Advising families on long-term planning and asset stewardship opportunities
  • Establishing and maintaining family offices

At Thorn Law Group, we have the knowledge and expertise to assist non-U.S. residents with their estate planning. Our estate planning attorneys and international legal advisors count many foreign nationals among our clientele. Our staff is comprised of former IRS attorneys and international estate planning professionals who are ready to offer their assistance. We help our clients to evaluate the best treatment of income and assets from a legal and tax perspective, and develop a plan to minimize their exposure to double taxation and other perils which non-U.S. residents sometimes face.

For a consultation and or to learn more about how an attorney from the Thorn Law Group can help you with your estate planning, contact Kevin E. Thorn, Managing Partner, at ket@thornlawgroup.com, or 703-752-3752.

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