[WSBAPT] Foreign beneficiaries

[Teunis J. Wyers]

I have been watching your post in hopes of seeing some replies, since I
have a similar situation. So far no takers, I guess.

On Mon, Mar 5, 2018 at 10:40 AM, Krista MacLaren <kjm.inc at mac.com> wrote:

> Hi Listmates,
>
> I have an estate planning client who is leaving her non-taxable estate to
> her three adult daughters.  One is a U.S. citizen residing here, one is a
> Canadian citizen residing in Canada, and one is a Canadian citizen with
> permanent resident status in Mexico who resides in Mexico.  Mom is
> wondering whether any of her kids’ shares will be taxed.  The U.S. share is
> safe, but I have no idea about the shares going to kids in Canada or
> Mexico.  Does anyone know if they tax inheritances from the U.S.?
>
> Also, if the will states that if any of her children predecease her, that
> child’s share goes to her children by right of representation, then if the
> Mexico-residing daughter predeceased, and there needed to be a trust for
> the Mexican grandchildren, then would it be simplest to appoint U.S. based
> daughter as trustee of the Mexican children’s trust and keep the trust in
> the U.S.?  None of the other daughters have minor children.
>
> Thank you,
>
> 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 icloud.com
>
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Teunis J. Wyers @ Wyers|Wyers, Attorneys
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