[WSBAPT] Jurisdiction question

[Katie Smith Patel]

In cases like this, I have the clients receive local advice from counsel in the country where they reside.  Depending on advice of counsel in the foreign jurisdiction, they may need additional US-based planning.  If they end up needing US-based documents like wills or trusts, I look at where they are registered to vote, where they stay if they regularly visit, where they file taxes for US-based income, where they have a driver license, what addresses they use when a financial institution requires them to have a US address, etc.  If everything is pointing to one state, it probably makes sense to have their wills covering US assets comply with that state’s law.  It is also important to remind the client to obtain tax advice from an accountant in their country to ensure they have an understanding of how any money flowing into that country from the US via their estate will be treated.

Katie Patel
Paraclete Estate Planning, LLC
(541) 499-9085 (direct)
112 Genessee Street
Medford, OR 97504



From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Ann Manley
Sent: Thursday, September 19, 2024 5:43 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Jurisdiction question

Client now lives in Mexico. He has a house there, and no longer has a house in Washington. He does have financial assets in the US. Does he need to do an estate plan in the states, and which state would he do it in or could he choose?

Ann Manley, Esq.
The Manley Law Firm, P.S., Inc.
PO Box 16324
Seattle, WA 98116
(206)292-3064 / (206)292-3914 fax
www.manleyfirm.com<http://www.manleyfirm.com>

The Manley Law Firm practice areas include Bankruptcy*, Estate Planning, Auto Accidents, Civil Litigation, Construction, Commercial and Contract Law, Personal injury, Small Business, Unemployment Claims, Wage Loss and Compensation claims

* The Manley Law Firm is a Debt Relief Agency. We help people file for bankruptcy relief under the Bankruptcy Code.

This email and any files transmitted with it are privileged, confidential, and intended solely to whom they are addressed. Any unauthorized use, copying, review or disclosure is prohibited. If you have received this communication in error, please immediately notify the sender.
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20240920/232dcd44/attachment.html>