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Trust us to pave the path for the continuity and success of your business – because at Sage Legacy Law LLP, your business is our business. 

We will answer all of your questions and listen as you share your goals, concerns, and objectives.

We’ll map out your estate planning options and considerations as a non-resident or foreign national so you can make educated, informed decisions about what is best for you and your family.

Then, if we decide we’re a good fit to work together, we’ll discuss next steps. And if not, that’s fine too!

Estate Planning for Non Citizens Los Angeles | Non-U.S. Resident or Citizen Estate Planning

Uncertainty surrounds the future, and none of us are promised tomorrow.

  • Have you ensured the security of your loved ones in the face of unforeseen circumstances?
  • What if you become incapacitated or are no longer here?
  • Have you safeguarded your property against possible long-term care expenses?

Consider a life where these concerns don’t plague your thoughts.

Our goal is to enlighten our clients, ensuring that they are familiar with their finalized plan, and feel prepared to tackle whatever life throws at them!

non citizen estate planning in los angeles california

Estate planning for non-citizens in Los Angeles, California, or those not born in the United States should consider a professional estate planning attorney to help assist their estate planning goals due to the unique legal considerations involved with trusts and wills.

Estate planning is a crucial process that ensures your assets and loved ones are protected after your passing. At Sage Legacy Law, we are expericned in navigating these complexities to provide comprehensive estate planning services tailored to the needs of non-citizens.

Don’t let the complexity of international estate laws leave your assets vulnerable. Contact us now and let’s start crafting your comprehensive, personalized estate plan.

Why Choose Sage Legacy Law for Non Citizen Estate Planning?

At Sage Legacy Law, we understand that every client’s situation is unique. That is why we take the time to get to know you and understand your specific needs and goals. Our team is dedicated to providing personalized, compassionate service, and we are here to support you every step of the way during the estate planning process.

Whether you are a non-citizen looking to plan for your future, a foreign national navigating the complexities of international estate planning, or a non-resident non-citizen seeking guidance on estate planning or wills and trusts in California, we are here to help.

Contact us today to schedule a consultation and learn more about how we can assist you with your estate planning needs.

Estate Planning for Non-US Citizens and Foreign Nationals

Non-US citizens and foreign nationals often have unique considerations when it comes to estate planning. These may include international law considerations, tax implications, and issues related to international assets. Our team is experienced in addressing these issues and can provide practical, effective strategies for estate planning.

Estate Planning for the Non-Resident & Non-Citizen

A non-citizen non-resident faces a unique set of challenges in estate planning. These can include issues related to residency status, tax implications, and more. At Sage Legacy Law, we understand these challenges and have the expertise to help non-resident non-citizens navigate the estate planning process effectively.

The QDOT Solution for Non-Citizen Spouses

One estate planning tool that can be particularly beneficial for non-citizen spouses is a Qualified Domestic Trust (QDOT). A QDOT allows a non-citizen spouse to benefit from their partner’s estate while deferring estate taxes until the assets are distributed. Our attorneys are experienced in setting up QDOTs and can guide you through the process, ensuring all legal requirements are met.

The Role of a Qualified Domestic Trust (QDOT)

A Qualified Domestic Trust (QDOT) is a special type of trust that allows a non-citizen spouse to inherit property from their deceased spouse without immediate estate tax consequences. Setting up a QDOT can be complex, but it can benefit non-citizen spouses significantly. At Sage Legacy Law, our attorneys are experienced in setting up QDOTs and can guide you through the process, ensuring all legal requirements are met.

The Importance of Non-Citizen Estate Planning

Estate planning for non-citizens is not just about distributing assets—it’s about navigating a legal landscape fraught with potential pitfalls. Non-citizens may face unique challenges, including differing tax implications, potential immigration issues, and complexities around international assets.

Our team at Sage Legacy Law is well-versed in these challenges and is committed to helping non-citizens navigate them effectively to create a comprehensive estate plan.

Los Angeles Estate Planning for Non-Citizens

California law has specific provisions that impact estate planning for non-citizens. Understanding these laws is crucial to ensuring your estate is managed according to your wishes. At Sage Legacy Law, we have a deep understanding of these laws and how they apply to non-citizens. We leverage this knowledge to provide our clients with comprehensive, personalized estate planning services.

California Estate Planning Considerations

California Does Not Have a State Estate Tax

California does not have a state estate or inheritance tax. This is a positive aspect for NRAs with assets in California, as it means they only have to worry about the federal estate tax.

Community Property

California is a community property state, which can affect how assets are divided and taxed in the event of a death. Community property includes assets acquired during a marriage, and these are generally split equally between both spouses.

Use of Trusts for Non Residents

An NRA might consider using a Qualified Domestic Trust (QDOT) to help manage and potentially defer estate taxes upon their death.

Ownership Structure

How an NRA owns assets can impact their estate planning, and options include owning assets directly, through a corporation, a partnership, a trust, or other legal entities. Each of these has different implications for estate and income taxes, as well as for liability protection. Seek professional advice when planning your estate as a non-citizen.

Estate Planning Considerations for Non-Citizens: Our Area of Expertise

Choosing an attorney with expertise in non-citizen estate planning is crucial. At Sage Legacy Law, our attorneys have extensive experience in this area of law. We understand non-citizens’ unique challenges and have the knowledge and skills to provide effective solutions.

Estate Tax and Tax Planning

U.S. estate taxes are levied on the total value of an individual’s estate (real estate, financial accounts, personal property, etc.) upon their death.

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Gift Taxes

Gift taxes apply to transfers of assets during the giver’s lifetime. U.S. citizens and residents have a lifetime gift tax exemption which is unified with the estate tax exemption. But, a nonresident alien does not have this benefit for gifts of U.S.-situated assets.

Planning With U.S. Situated Assets

For non-resident aliens, only U.S.-situated assets are subject to U.S. estate and gift taxes. U.S. situated assets include U.S. real estate, tangible personal property located in the U.S., and certain U.S. financial assets.

Marital Deduction

U.S. citizens and residents can transfer an unlimited amount of assets to a surviving spouse tax-free due to the unlimited marital deduction. But this is not generally available for assets passed from an NRA to a surviving spouse.


Get in Touch With Our Non-Citizen Estate Planners in Los Angeles, CA

Estate planning for non-citizens involves navigating a complex legal landscape. At Sage Legacy Law, we are committed to helping our clients navigate this process effectively, ensuring their assets and loved ones are protected.

With our expertise and compassionate approach, we can provide the comprehensive, personalized estate planning services you need. If you are ready to start the estate planning process or have any questions, contact us today to schedule a consultation.

non citizen estate planning in los angeles CA

Frequently Asked Questions (FAQ)

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