[WSBAPT] Non-citizen beneficiary

[Krista MacLaren]

Hi Listmates,

I have a 45 y.o. Single client with no spouse or kids who wants to leave his substantial estate to his mother, a non-citizen permanent resident.  

Does her non-citizen status make any difference? I’m thinking not, because if his estate exceeds WA’s exemption amount it would be taxed in any case. Am I correct that this is really only a problem for married couples with more money than the federal exemption amount?

Thank you,

krista

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