Estate Planning For Non US Citizens

    Request A Case Evaluation Or Tax Resolution Development Plan

    Get a Tax Resolution Development Plan from us first before you attempt to deal with the IRS. There are several options for you to meet or connect with Board Certified Tax Attorney Jeffrey B. Kahn. Jeff will review your situation and go over your options and best strategy to resolve your tax problems. This is more than a mere consultation. You will get the strategy or plan to move forward to resolve your tax problems! Jeff’s office can set up a date and time that is convenient for you. By the end of your Tax Resolution Development Plan Session, if you desire to hire us to implement the strategy or plan, Jeff would quote you our fees and apply in full the session fee paid for the Tax Resolution Development Plan Session.

    Types Of Initial Sessions:

    Most Popular GoToMeeting Virtual Tax Development Resolution Plan Session
    Maximum Duration: 60 minutes - Session
    Fee: $350.00 (Credited if hired*)
    Requires a computer, laptop, tablet or mobile device compatible with GoToMeeting. Please allow up to a 10-minute window following the appointment time for us to start the meeting. How secure is GoToMeeting? Your sessions are completely private and secure. All of GoToMeetings solutions feature end-to-end Secure Sockets Layer (SSL) and 128-bit Advanced Encryption Standard (AES) encryption. No unencrypted information is ever stored on our system.


    Face Time or Standard Telephone Tax Development Resolution Plan Session
    Maximum Duration: 60 minutes - Session
    Fee: $350.00 (Credited if hired*)
    Face Time requires an Apple device. Please allow up to a 10-minute window following the appointment time for us to get in contact with you. If you are located outside the U.S. please call us at the appointed time.


    Reduced Fee Face-To-Face Tax Development Resolution Plan Session (Irvine Office Only)
    Maximum Duration: 60 minutes - Session
    Fee: $350.00 (Credited if hired*)
    Session is held at our main office. 15615 Alton Parkway, Suite 450, Irvine, CA 92618.


    Standard Fee Face-To-Face Tax Development Resolution Plan Session (Any Location Outside Our Irvine Office)
    Maximum Duration: 60 minutes - Session
    Fee: $600.00 (Credited if hired*)
    Session is held at any of our offices outside our Irvine office or any other location you designate such as your financial adviser’s office or your accountant’s office, your place of business or your residence.


    Jeff’s office can take your credit card information to charge the session fee which secures your session.

    * The session fee is non-refundable and any allotted duration of time unused is not refunded; however, the full session fee will be applied as a credit toward future service if you choose to engage our firm.

    There are many reasons why a non-U.S. citizen may need the help of a tax attorney in California .Persons who are not United States citizens, such as nonresident aliens and greencard holders, face a challenging United States estate tax planning environment when they invest in United States assets. Instead of the $3,500,000 exemption amount (applicable in 2009) to which United States citizens and permanent residents are entitled, a nonresident alien is entitled to an exemption of only $60,000 for their United States property. Permanent residents of the United States, while entitled to the entire $3,500,000 (applicable in 2009) estate tax exemption for the United States estate tax, are subject to United States estate tax on their worldwide assets, including assets held in the home country. Both nonresident aliens and greencard holders may also be subject to estate tax in their country of citizenship. However, a qualified California tax lawyer can help.

    The United States has entered into tax treaties with a select number of countries – namely:

    Country
    Year First Signed
    Australia
    1982
    Austria
    1996
    Barbados
    1984
    Belgium
    1970
    Canada
    1980
    China
    1984
    Cyprus
    1984
    Czech Republic
    1993
    Denmark
    1948
    Egypt
    1980
    Estonia
    1998
    Finland
    1989
    France
    1994
    Germany
    1989
    Greece
    1950
    Hungary
    1979
    Iceland
    1975
    India
    1989
    Indonesia
    1988
    Ireland
    1997
    Israel
    1975
    Italy
    1984
    Jamaica
    1980
    Japan
    1971
    Kazakhstan
    1993
    Korea
    1976
    Latvia
    1998
    Country
    Year First Signed
    Lithuania
    1998
    Luxembourg
    1962
    Mexico
    1992
    Morocco
    1977
    Netherlands
    1992
    New Zealand
    1982
    Norway
    1971
    Pakistan
    1957
    Philippines
    1976
    Poland
    1974
    Portugal
    1994
    Romania
    1973
    Russia
    1992
    Slovak Republic
    1993
    Slovenia
    1999
    South Africa
    1997
    Spain
    1990
    Sweden
    1994
    Switzerland
    1996
    Thailand
    1996
    Trinidad
    1970
    Tunisia
    1985
    Turkey
    1996
    Ukraine
    1994
    United Kingdom
    1975
    Venezuela
    1999

    A tax relief attorney understands that these treaties, in general, allow a citizen of one of the treaty countries who owns property to avoid the possibility of both countries taxing the same asset at the time of death. As far as the United States estate tax is concerned, a treaty might reduce or eliminate such tax on the United States property of a nonresident alien.

    Proper planning with the help of a tax relief attorney can greatly reduce the incidence of the United States estate tax for nonresident aliens and permanent residents, by taking advantage of certain structures and planning techniques, such as:

    • Pre Immigration or Migration Planning
    • Acquiring U.S. Real Estate whether outright cash purchase or debt-financing
    • Offshore Trust Planning and Use Of Other Offshore Entities

    The probate lawyers at the Law Offices of Jeffrey B. Kahn, P.C. have experience representing nonresident aliens and greencard holders with estate planning, particularly individuals from the “treaty” countries.

    To learn more about tax planning for nonresident aliens or to contact an Orange County tax attorney, please call 866.494.6829 or send us an email.