Typical scenarios
Choose Your Situation
Fourteen situations the firm’s attorneys handle regularly, grouped by profile. Each page sets out what is happening, what has to happen and in what order, how the firm helps, and what documents to prepare for the initial consultation.
Foreign Nationals Abroad with US Assets
Someone living abroad has died, leaving assets in the United StatesThe firm prepares Form 706-NA, obtains the transfer certificate and secures the release of the U.S. assets.
Living abroad with assets in the United StatesThe firm measures the U.S. estate tax exposure under the treaty and structures the holdings.
Selling U.S. real estate owned from abroadThe firm handles the FIRPTA withholding and the withholding certificate and advises through the closing.Profile overview →American Expats Living Abroad
Americans living abroadThe firm puts the U.S. returns, the reporting and the estate plan in order for life in another country.
Retiring abroad with U.S. retirement accountsThe firm sets out how the treaty taxes the accounts abroad and plans distributions and beneficiaries.
Giving up U.S. citizenship or a green cardThe firm determines whether the exit tax applies and prepares the expatriation and its filings.Profile overview →Foreign Nationals Living in the United States
Moving to the United StatesThe firm plans the years before US residence begins: asset structuring, gifts, companies and timing.
Living in the United States without U.S. citizenshipThe firm prepares the estate plan, settles questions of domicile and puts the reporting of foreign assets in order.
A spouse who is not a U.S. citizenThe firm plans around the limits on the marital deduction: the QDOT, lifetime gifts and joint property.Profile overview →Americans with Assets Abroad
Americans with property and accounts abroadThe firm brings the foreign assets into the U.S. estate plan and coordinates foreign wills and the reporting.Profile overview →Americans with Adult Children Abroad
Americans whose adult children live abroadThe firm plans the gifts, the trusts and the fiduciaries with the tax of the child’s country in view.Profile overview →Foreign Heirs of US Estates
An estate in Washington DC, Maryland, Virginia or California has heirs abroadThe firm administers the estate from probate to the final distribution to the heirs abroad.
An estate or trust is paying a beneficiary abroadThe firm determines the withholding and the treaty position and prepares the forms before the payment.
Your situation is not listed? Describe it in a few lines; the firm replies with what it needs and how it would proceed. Where the other country is Germany or France, see GermanyUSAlawtaxfinance.com or FranceUSAlawtaxfinance.com.
Describe your situation