Estate Planning for Non-U.S. Citizens

Estate Planning Lawyer Serving Foreign Nationals

If you are a resident of the Phoenix, Arizona, metropolitan area who is not a U.S. citizen, the Deloughery Law Office, P.C., can help you with all of our estate planning, trusts, business succession, and tax planning needs. Non-U.S. citizens have specific legal concerns regarding preserving the assets of their estate for retirement and passing on to their heirs. Issues such as federal and state tax laws, the seasonal nature of your residency, and how trusts and estate distribution directives apply to your overseas beneficiaries often affect estate planning objectives. Contact our offices to learn more about how we can help you overcome some of the legal concerns and issues that confront non-U.S. citizens. We work primarily with medical professionals, lawyers, and executives temporarily assigned to the Phoenix area.

Estate Planning for People with Beneficiaries Who Are Not U.S. Citizens

In addition, U.S. citizens with a non-citizen spouse, or non-traditional family relationship with a non-citizen are subject to very specific restrictions and tax laws. Establishing qualified domestic trusts (QDOTS) and other legal mechanisms may be required to ensure that property is passed to surviving spouses and beneficiaries, as directed. We can help set you up with the right legal instrument to keep your success in the family.

Not Every Estate Planning Lawyer in Phoenix Has Our Level of Experience

Because of the number of senior citizens living in the Phoenix Valley region, there are numerous estate planning attorneys. Not every probate and estate planning law firm offers the experience needed to help you establish an asset preservation plan you can have confidence in. Contact the Deloughery Law Office, P.C., to discuss your specific needs. We will schedule a consultation to discuss your current situation, how the law applies to your non-citizen beneficiaries, and the use of U.S. tax laws to protect your estate.