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<p class="MsoNormal">I, too, am in a similar situation. My beneficiary is a foreign charity that is part of the Catholic Church. (It is an order of nuns not based in the U.S.).<o:p></o:p></p>
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<p class="MsoNormal">Randy<o:p></o:p></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Teunis J. Wyers<br>
<b>Sent:</b> Tuesday, March 6, 2018 1:32 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Foreign beneficiaries<o:p></o:p></p>
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<p class="MsoNormal">I have been watching your post in hopes of seeing some replies, since I have a similar situation. So far no takers, I guess.<o:p></o:p></p>
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<p class="MsoNormal">On Mon, Mar 5, 2018 at 10:40 AM, Krista MacLaren <<a href="mailto:kjm.inc@mac.com" target="_blank">kjm.inc@mac.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal">Hi Listmates,<o:p></o:p></p>
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<p class="MsoNormal">I have an estate planning client who is leaving her non-taxable estate to her three adult daughters. One is a U.S. citizen residing here, one is a Canadian citizen residing in Canada, and one is a Canadian citizen with permanent resident
status in Mexico who resides in Mexico. Mom is wondering whether any of her kids’ shares will be taxed. The U.S. share is safe, but I have no idea about the shares going to kids in Canada or Mexico. Does anyone know if they tax inheritances from the U.S.?<o:p></o:p></p>
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<p class="MsoNormal">Also, if the will states that if any of her children predecease her, that child’s share goes to her children by right of representation, then if the Mexico-residing daughter predeceased, and there needed to be a trust for the Mexican grandchildren,
then would it be simplest to appoint U.S. based daughter as trustee of the Mexican children’s trust and keep the trust in the U.S.? None of the other daughters have minor children. <o:p></o:p></p>
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<p class="MsoNormal">Thank you,<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Krista<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Krista J. MacLaren<br>
Attorney at Law<br>
Northgate Executive Center II<br>
9725 3rd Ave NE, Suite 600<br>
Seattle WA 98115<br>
<a href="tel:(206)%20523-6116" target="_blank">(206) 523-6116</a><br>
<a href="mailto:kjm.inc@icloud.com" target="_blank">kjm.inc@icloud.com</a><o:p></o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">Please note, as with most email providers, Mac does not encrypt email messages. Accordingly, the confidentiality of messages sent to this address cannot be assured. This e-mail is intended for viewing only by
the individual or entity to whom its content is addressed, and it may contain confidential or privileged information. If you received this email in error, please honor the privacy of the intended recipient: reply to the sender regarding the error and delete
the message.<o:p></o:p></p>
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<p class="MsoNormal"><br>
_______________________________________________<br>
WSBAPT mailing list<br>
<a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br>
<a href="https://nam01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fmailman.fsr.com%2Fmailman%2Flistinfo%2Fwsbapt&data=02%7C01%7C%7Ca8fc87c9f0ff476ed0f508d583aadb57%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636559692200093728&sdata=T%2F7uG%2B5MdGMp8LRcI%2FZ5Uz2YNcCt7RGUR8mcrqQ8TsY%3D&reserved=0" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></p>
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<p class="MsoNormal">-- <o:p></o:p></p>
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<p class="MsoNormal">Teunis J. Wyers @ Wyers|Wyers, Attorneys<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.5pt">Oregon Office:</span><o:p></o:p></p>
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<p class="MsoNormal"> 216 Columbia St. - P.O. Box 917<o:p></o:p></p>
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<p class="MsoNormal"> Hood River, OR 97031<o:p></o:p></p>
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<p class="MsoNormal"> (541)386-2210/610-1520 (fax)<o:p></o:p></p>
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<p class="MsoNormal">Washington Office:<o:p></o:p></p>
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<p class="MsoNormal"> 218 E. Steuben St. - P. O. Box 421<o:p></o:p></p>
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<p class="MsoNormal"> Bingen, WA 98605<o:p></o:p></p>
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<p class="MsoNormal"> (509) 493-2772/493-2406 (fax)<o:p></o:p></p>
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<p class="MsoNormal">Email: <a href="mailto:teunisj@wyerslawpc.com" target="_blank">teunisj@wyerslawpc.com</a><o:p></o:p></p>
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<p class="MsoNormal">Web: <a href="https://nam01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.wyerslawpc.com&data=02%7C01%7C%7Ca8fc87c9f0ff476ed0f508d583aadb57%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636559692200093728&sdata=EEmpHmqR7uOh1GtefzabHR6rf%2BMsa7juY6%2FqwdkGa4Y%3D&reserved=0" target="_blank">www.wyerslawpc.com</a><o:p></o:p></p>
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<p style="background-image:initial;background-repeat:initial"><span style="color:black">NOTICE: This email (including any attachments) is covered by the Electronic Communications Privacy Act (EPCA), 18 U.S.C., Sec. 2510 - 2522, is confidential and privileged.
This email is solely for the personal and confidential use of the recipient(s) named above. Receipt by anyone other than the individual recipient(s) is NOT a waiver of attorney-client privilege. Any violation of the ECPA is subject to the penalties stated
therein. If you have received this message in error, please notify me immediately by reply e-mail and immediately delete the original message.</span><span style="font-size:9.5pt"><o:p></o:p></span></p>
<p><span style="color:#1F497D"> </span><span style="font-size:9.5pt;color:#500050"><o:p></o:p></span></p>
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