US Estate Tax Tips for Non-US Persons and Their Advisors with Ruth Mattson

October 17, 2023 Podcast
The American College of Trust and Estate Counsel

Verrill Partner and ACTEC Fellow Ruth Mattson was recently featured on The American College of Trust and Estates Counsel's podcast series Trust and Estate Talk. In this podcast, US Estate Tax Tips for Non-US Persons and Their Advisors, Ruth offers tips to the unique and sometime unexpected tax requirements of non-U.S. persons. Considerations include identifying non-U.S. Persons for U.S. estate tax, reviewing filing requirements, taxable and excluded assets for non-U.S. persons, estate tax return filing for non-U.S. decedents, the importance of transfer certificates as well as estate tax treaties.

To listen to the podcast in its entirety, please click here.