Jackson Walker partners Sarah Patel Pacheco and Scott Schepps will discuss estate issues that non-U.S. citizens face when residing in the United States either temporarily or long-term. Presented by the Texas British-American Business Council (BABC), the webinar will also cover how to create an estate plan that will reduce future taxes and costs and minimize potential disputes between beneficiaries.

The webinar will also address the following questions:

• What is estate planning and is it necessary for non-U.S. citizens?
• Should I consider executing a U.S. will or trust, even if I only plan to be here for a limited period of time?  Does Texas require me to leave my assets in a certain way?
• What happens if I pass away unexpectedly and I don’t have a will?
• If I were to die in the U.S. as a non-citizen, where will my estate be administered?
• In the event of my death, what arrangements can/should be made for my children if they are minors?
• What if I become incapacitated while living in the U.S.?
• Does the U.S. have an estate tax or inheritance tax at death?
• What are the differences between estate taxation of U.S. citizens and non-citizens?
• What are the differences between estate taxation of U.S. residents and non-residents?
• If I plan to live in the U.S. indefinitely but remain a non-citizen, what considerations do I need to make in my estate plan?
• Is there a way to avoid having my estate subject to U.S. estate taxes?

Webinar Information

“Let’s Talk Estate Planning: U.S. Estate Considerations for Non-Citizens”
Tuesday, November 15, 2022 | 12 p.m. Central
Register here »

Meet Our Speakers

Sarah Patel Pacheco focuses on fiduciary litigation; probate, trust, and guardianship administration; and general litigation. A board-certified estate planning and probate lawyer, she offers experienced counsel related to controversies that involve fiduciary duties, trustees, executors, including will contests, will and trust interpretation issues, accounting and administration issues, prosecution and defense of fiduciary claims, and representation of creditors in probate and trust proceedings. Sarah co-authored three legal treatises and is a former chair the Texas Board of Legal Specialization’s Estate Planning and Probate Law Exam Commission and former member of the Texas Pattern Jury Charges Committee.

Scott Schepps assists clients in structuring their estates to ensure that their assets pass in a manner that meets the clients’ desires, reduces the potential for conflict and minimizes gift, estate and income taxes. Scott’s clients include closely held business owners, corporate executives, real estate developers, private equity firm principals, physicians, other attorneys, professional athletes, and many others. He is board certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization.