[WSBAPT] international estate planning - India

Krista MacLaren kjm.inc at mac.com
Tue Feb 2 21:06:29 PST 2016


Be sure to advise them to have the Indian Will.  I have personal experience with the unbelievable obstacles of settling an intestate estate in India.

Krista

Krista J. MacLaren
Attorney at Law
Northgate Executive Center II
9725 3rd Ave NE, Suite 600
Seattle, WA 98115
(206)523-6116
kjm.inc at mac.com

Please note, as with most email providers, Mac does not encrypt email messages.  Accordingly, the confidentiality of messages sent to this address cannot be assured.  This e-mail is intended for viewing only by the individual or entity to whom its content is addressed, and it may contain confidential or privileged information.  If you received this email in error, please honor the privacy of the intended recipient: reply to the sender regarding the error and delete the message. 
> On Feb 2, 2016, at 5:12 PM, Sharon Rutberg <email at sharonrutberglaw.com> wrote:
> 
> Dear Listmates –
>  
> Married couple clients are citizens of India, but have lived and worked in the U.S. a long time and may soon become US citizens. Many of their assets are here, but they also own some property in India and have family there. I see issues of trustee identity, marital property treatment, forced heirship rules, and others. If you have done estate planning with Indian clients, I would love to ask you a couple of questions.
>  
> Best wishes,
> Sharon
>  
> Law Office of Sharon C. Rutberg, PS
> 1734 NW Market St.
> Seattle, WA 98107
> Website: www.sharonrutberglaw.com <http://www.sharonrutberglaw.com/>
> 206-409-2604
> email at sharonrutberglaw.com <mailto:email at sharonrutberglaw.com>
> Washington State Bar #47055
> D.C. Bar #420576
> 
> NOTICES
> The contents of this message and any attachments may be protected by the attorney-client privilege, work product doctrine, and/or other applicable protections. If you are not the intended recipient or have received this message in error, please notify the sender and promptly delete the message. Thank you for your assistance.
>  
> IRS Circular 230 Disclaimer: To ensure compliance with requirements imposed by the IRS, we inform you that to the extent this communication contains advice relating to a Federal tax issue, it is not intended or written to be used, and it may not be used, for (i) the purpose of avoiding any penalties that may be imposed on you or any other person or entity under the Internal Revenue Code or (ii) promoting or marketing to another party any transaction or matter addressed herein.
> 
>  
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com <mailto:WSBAPT at lists.wsbarppt.com>
> http://mailman.fsr.com/mailman/listinfo/wsbapt <http://mailman.fsr.com/mailman/listinfo/wsbapt>
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20160202/d4e4a4d2/attachment.html>


More information about the WSBAPT mailing list