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

[Jeff Davis]

I have had several Canadian PR’s for probates in Clallam County.  It has never been an issue.  They just need to appoint a local agent, like the estate’s attorney.

 

Jeff Davis

 

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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