[WSBAPT] Est. Planning for British Citizen?

[Sarah Jael Dion]

The issue for a couple with a noncitizen spouse is that only citizens enjoy the marital deduction. A noncitizen residing in the US can’t inherit tax-free the way a citizen can. Did you unwind how to handle this?

Sarah Jael Dion

Dion Law PLLC					
206-550-4005
sarah at dionlaw.com
www.dionlaw.com

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> On Feb 22, 2019, at 3:02 PM, Paul Neumiller <pneumiller at hotmail.com> wrote:
> 
> Nope, I asked.  No dual-citizenship.
> 
>  
> 
> -----Original Message-----
> From: wsbapt-bounces at lists.wsbarppt.com <mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com <mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Sarah Jael Dion
> Sent: Friday, February 22, 2019 11:15 AM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com <mailto:wsbapt at lists.wsbarppt.com>>
> Subject: Re: [WSBAPT] Est. Planning for British Citizen?
> 
> Paul, 
> 
> Is W also a US citizen? If so, that’s fine. If not, I’d be happy to chat about this if you like. 
> 
> Sarah Jael Dion
> 
> Dion Law PLLC
> 206-550-4005
> sarah at dionlaw.com
> 
> This message is private and may contain privileged communications. If you are not the person for whom this message is intended, please notify me immediately and delete the message. Please do not copy or send this message to anyone else. 
> 
>> On Feb 22, 2019, at 8:46 AM, Paul Neumiller <pneumiller at hotmail.com> wrote:
>> 
>> New situation for me.  H & W married for over 40 years, modest (<$1mil) estate, FMV of residence is about $180k, lived in Washington for over 40 years.  W is a British citizen. All assets in WA.  Only child is a son in Texas who is a US citizen and will inherit everything.  Due to being a non-taxable estate, I was going to prepare the standard simple Will, DPAs, Health Care Directive, and CPA.  Does W's British citizenship cause any problems or the way I prepare the documents?  
>> 
>> 
>> 
>> 
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