Estate planning is especially important for foreign nationals planning to remain in the U.S. long term. We implement trust provisions to provide qualified domestic trust status where appropriate, and we advise non-citizen clients on the special gift and estate tax rules that apply to them.
Irina is fully bilingual in English and Russian and is passionate about educating recent immigrants and naturalized citizens about estate planning.
Common questions
What is a QDOT?
A qualified domestic trust allows assets passing to a non-citizen surviving spouse to qualify for a deferral of federal estate tax, subject to specific trustee and distribution requirements.
General information about California law, not legal advice. Laws and dollar thresholds change; confirm current rules for your situation.