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Estate and Gift Taxes & Non-Citizen Spouses: Relevant Tax Rules and Planning Ideas

Friday, May 30, 2014 12:30 PM to 1:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA


Transfers to a spouse who is a citizen of the United States generally qualify for the estate and gift tax marital deductions for US wealth transfer tax purposes.  However, transfers to a spouse who is not a US citizen do not qualify for the marital deduction unless certain qualifications are met.  This program will provide an overview of the relevant tax rules and planning ideas.

Sponsoring Section/Committee(s):




Elizabeth Vincensi


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