[WSBAPT] Inheritance by Canadian/American dual citizen

Ken Luce Ken.Luce at lucelawfirm.com
Wed May 27 14:53:03 PDT 2015


Canada

________________________________
From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Paul Grant
Sent: Wednesday, May 27, 2015 1:42 PM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Inheritance by Canadian/American dual citizen

The issue is residency not citizenship... do they reside here or in CN?


Paul H. Grant - JD, LL.M

Planning with Purpose, Inc
Lynnwood, WA 98036
425-939-9948
www.planningwithpurposeinc.com<http://www.planningwithpurposeinc.com>

Estate Planning. Business Planning. Wealth Succession.

On Wed, May 27, 2015 at 11:02 AM, Ken Luce <Ken.Luce at lucelawfirm.com<mailto:Ken.Luce at lucelawfirm.com>> wrote:
Any thoughts on how to best handfle transfer of money to heir who is a dual citizen?  Less than 800k

Ken Luce
Tacoma, WA

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