How probate works in Washington DC, Maryland, Virginia and California: the court process step by step, what it costs, the assets that pass outside probate, and what changes when the decedent or the heirs live abroad.
Read more
Continental Europe and the United States answer the same succession questions differently: forced heirship, joint titles and beneficiary designations, notaries, trusts, marital property, inheritance tax against estate tax, and the settlement of the estate.
Read more
Members of foreign embassies and consulates, and the officers and employees of the World Bank, the International Monetary Fund, the Inter-American Development Bank, the Organization of American States and the United Nations, live in the United States under a legal regime of their own. Their salaries are not taxed here, their days of presence do not count toward income tax
Read moreSummary A non-citizen who has become domiciled in the United States is taxed at death on the worldwide estate, exactly like a citizen, and has the same $15,000,000 exclusion in 2026. The green card is not what decides this. What such a person does not have is the unlimited marital deduction. Property passing to a spouse who is not a
Read more
For families with assets in several countries or non-US citizenships, comprehensive estate planning is essential to ensure that the planned transfer of all assets works well under the laws of the affected countries and the various components of the estate plan do not counteract each other. Regarding the laws of other countries, we partner with competent advisers in these
Read more
US persons have to declare foreign financial assets, foreign income and inheritances and trust distributions from abroad.
Read moreNote: The information below pertains to the drafting or revision of estate planning documents. Step 1: Schedule a complimentary introductory call During this ten to twenty minute call or visit you will tell us about your particular situation and we will determine if we can help. Step 2: Schedule an Initial Consultation Package After the initial contact, we will schedule
Read moreThis is just a short excerpt for the about page.
Read more