[WSBAPT] Distributing assets to foreign heirs

Katharine P. Bauer kpb at bpblegal.com
Thu Jan 14 17:45:45 PST 2016


They do not always need an ein...look at treaties, amounts and potential to
withhold tax first.  Lots of options to pursue...
On Jan 14, 2016 10:22 AM, "Roger Hawkes" <Roger at law-hawks.com> wrote:

> They have to obtain tax id numbers from the feds.  Engage a cpa for that?
> Or learn by doingJ
>
>
>
>
>
> Roger Hawkes, WSBA # 5173
>
> 19909 Ballinger Way NE
>
> Shoreline, WA 98155
>
> www.hawkeslawfirm.com
>
> 206 367 5000
>
> Fax is 206 367 4005
>
>
>
> *From:* Katharine P. Bauer [mailto:kpb at bpblegal.com]
> *Sent:* Thursday, January 14, 2016 6:36 AM
> *To:* WSBA Probate & Trust Listserv
> *Subject:* Re: [WSBAPT] Distributing assets to foreign heirs
>
>
>
> We always contact the consulate or embassy as to their transfer
> notification rules.  Many countries have an inheritance tax and this is
> required by them.  Sometimes we have had beneficiaries request we transfer
> into their US bank account which they use in traveling.  Know the rules
> first.
>
> On Jan 13, 2016 6:52 PM, "Jennifer Johnson" <jmhanigan at cni.net> wrote:
>
> Good evening all,
>
> I have an estate in which all of the heirs live in Norway and are
> Norwegian citizens.  All of the assets of the deceased have been liquidated
> and the funds are in an estate bank account here in the States.  The
> personal representative (also in Norway) would like to distribute the funds
> by the simplest means.
>
> Does anyone have some advice about how, practically, to go about making
> these distributions?  It would be much appreciated.
>
> Thank you,
>
> Jennifer
>
> Jennifer M. Johnson | Attorney
> Hanigan Law Office, P.S.
> P.O. Box 39 / 68 Main Street
> Cathlamet, WA 98612
> (360) 795-3494
>
>
>
>
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