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

[Heather de Vrieze]

The primary issue in my experience is that the Personal Representative or Trustee need to have a TIN or SS# to get an EIN for the estate.

Heather

Heather S. de Vrieze
Attorney-at-Law
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of michael at westseattleattorney.com
Sent: Friday, March 20, 2020 11:13 AM
To: WSBA Probate & Trust Listserve <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Canadian be appointed as a PR or Trustee in US

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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