Events

Let’s Talk Estate Planning: U.S. Estate Considerations for Non-Citizens

Tuesday, November 15, 2022

1:00pm – 2:00pm EST

REGISTER

Are you a non-U.S. citizen working and living in the United States? Have you wondered whether you need a will, trust or other documents while here? Join Jackson Walker for a discussion about estate issues that citizens of the U.K. and other countries face when they decide to reside in the U.S., either temporarily or long-term. Learn how to create an estate plan that will not only reduce future taxes and costs but also minimize the risk of disputes between beneficiaries.

We’ll address such questions as:

  • What is estate planning and is it necessary for non-U.S. citizens?
  • Should I consider executing a U.S. will or trust, even if I only plan to be here for a limited period of time?  Does Texas require me to leave my assets in a certain way?
  • What happens if I pass away unexpectedly and I don’t have a will?
  • If I were to die in the U.S. as a non-citizen, where will my estate be administered?
  • In the event of my death, what arrangements can/should be made for my children if they are minors?
  • What if I become incapacitated while living in the U.S.?
  • Does the U.S. have an estate tax or inheritance tax at death?
  • What are the differences between estate taxation of U.S. citizens and non-citizens?
  • What are the differences between estate taxation of U.S. residents and non-residents?
  • If I plan to live in the U.S. indefinitely but remain a non-citizen, what considerations do I need to make in my estate plan?
  • Is there a way to avoid having my estate subject to U.S. estate taxes?

Speakers: Sarah Patel Pacheco, Partner, Jackson Walker LLP and Scott Schepps, Partner, Jackson Walker LLP

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