[WSBAPT] beneficiaries not in US

[Susan Donahue]

Thank you, Rich.  This gives me a place to start.  Always appreciate someone else’s thinking and experience.

 

Susan

 

 

Susan Donahue

Law Office of Susan Donahue

125 West 2nd Avenue, Suite “B”

P.O. Box 81

Twisp, WA 98856

(509) 996-5944 (phone)

(509) 362-9692 (fax)

 <mailto:sdonahue at sdonahuelaw.com> sdonahue at sdonahuelaw.com

 <http://www.sdonahuelaw.com> www.sdonahuelaw.com

 

 

 

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Rich McEntee
Sent: Wednesday, July 22, 2020 3:01 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] beneficiaries not in US

 

Hi Susan — you probably want to think about foreign inheritance taxes and who will pay those if they are assessed upon the gift. I believe that a number of jurisdictions charge a tax on inheritances. It seems that most wills include a standard clause that states that the taxes are to be paid by the estate out of residue. This may not be what the client wants to happen.

 

R

 

RICH McENTEE

McENTEE LAW OFFICE

3800 Bridgeport Way W, Ste A411

University Place, WA 98466

253.227.9894(m)

jrmcentee at gmail.com <mailto:jrmcentee at gmail.com>             









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On Jul 22, 2020, at 1:08 PM, Susan Donahue <sdonahue at sdonahuelaw.com <mailto:sdonahue at sdonahuelaw.com> > wrote:

 

Hello Listmates,

 

I’m drafting a will wherein all the beneficiaries reside out of the United States—in Europe.  Is there anything particular I need to include in the will to accommodate the eventual probate of the will?  Just wondering.  I haven’t ever seen anything about this.

 

Susan

 

 

 

Susan Donahue

Law Office of Susan Donahue

125 West 2nd Avenue, Suite “B”

P.O. Box 81

Twisp, WA 98856

(509) 996-5944 (phone)

(509) 362-9692 (fax)

sdonahue at sdonahuelaw.com <mailto:sdonahue at sdonahuelaw.com> 

www.sdonahuelaw.com <http://www.sdonahuelaw.com/> 

 

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