Planning With A Non-Citizen Spouse
Nov 15, 2024•20 min
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Episode description
Brent explains some of the challenges of planning when there is a non-US citizen spouse. He dives into the estate tax marital deduction, the gift tax marital deduction, Form 3520, income tax recognition events, and expatriation. He also explains how these issues arise at various generational levels of a family.
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