[WSBAPT] Canadian be appointed as a PR or Trustee in US

[Jamia Burns]

I have had Personal Representative's who reside in BC, Canada and never had
a problem. I have not had a Trustee in Canada. In my experience, Schwab is
difficult to work with.

Jamia S. Burns
Attorney at Law
(360) 739-6379
Office: 1200 Dupont St., Suite 1-D
Bellingham, WA 98225 (By Appointment Only)
Mail: P.O. Box 29453
Bellingham, WA 98228
jamia at jamiaburnslaw.com
www.jamiaburnslaw.com

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On Fri, Mar 20, 2020 at 11:17 AM <michael at westseattleattorney.com> wrote:

> Hi:
>
> Can a Canadian be appointed as a PR or Trustee in US?
>
> I recall that I was informed by a Successor Trustee that after the Trustor
> had passed a broker (might have been Schwab) had refused to distribute
> money to him saying he had to be a US Citizen.
>
> If this is current practice, anyway around it?
>
> Thanks
> Mike
>
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