Visit the ACA Members Only section for a recent article on QDOT Trusts. With careful planning, the US federal tax cost of making transfers to a surviving non-US citizen spouse can be minimized, according to Northern Trust’s Suzanne Shier and Benjamin Lavin. They explain how this can be done with the help of a “QDOT Trust”.
Check under Relevant Articles in the ACA Members Onlysection now for more details.
