[WSBAPT] wills covering just U.S. assets

[Sharon Rutberg]

Thank you all for the great help. Have a great weekend.  

 

Law Office of Sharon C. Rutberg, PS

1734 NW Market St.

Seattle, WA 98107

Website:  <http://www.sharonrutberglaw.com/> www.sharonrutberglaw.com 

206-409-2604

 <mailto:email at sharonrutberglaw.com> email at sharonrutberglaw.com

Washington State Bar #47055
D.C. Bar #420576

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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.

 

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Jeremy Yates
Sent: Friday, March 4, 2016 1:42 PM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] wills covering just U.S. assets

 

and correspond with the India attorney to see that the India Will doesn't muck up or revoke the US Will...

 

On Fri, Mar 4, 2016 at 12:24 PM, Katharine P. Bauer <kpb at bpblegal.com> wrote:

Don't revoke "all prior wills" and specify it only applies to us assets.  Make sure you know which will is meant to apply to international assets not held in US or India...

On Mar 4, 2016 10:32 AM, "Sharon Rutberg" <email at sharonrutberglaw.com> wrote:

Hello, list mates –

 

No response to my last inquiry about “situs wills”, so I’m trying one more time. Anyone out there who has drafted these? Clients own property in India, and we want their U.S. will to apply only to U.S. assets. They will create a separate will in India for the assets there. I want be sure I’m using the right language.  

 

Thank you and happy Friday!

 

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

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.

 

 

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