US Estate Tax Exposure Review for Non-US Asset Owners

Living outside the United States does not by itself settle US estate tax exposure. Estate-tax citizenship and domicile concepts, the assets owned and any relevant treaty must be assessed separately from ordinary income-tax residence.

Establish the estate position before restructuring

We coordinate the ownership and asset schedule for qualified US tax and legal advisers. US real estate, corporate shares and other holdings can have different situs or exclusion rules. The review identifies potential filing, treaty and liquidity issues without treating every US brokerage balance as one identical asset.

Information and documents

Provide citizenship and residence history, ownership records, issuer details, liabilities, wills and existing structures. The deliverable identifies exposure and advice priorities. Returns, valuations, legal instruments, transfers and investment recommendations are separately scoped; a restructuring or treaty benefit is not assumed.

Scope, fees and completion

Coutts Consultants coordinates the planning documents and appropriately licensed trustee, administrator or legal adviser. The engagement identifies establishment, ongoing administration and external professional fees separately. Tax outcomes depend on the parties and assets involved; no confidentiality, creditor-protection or tax result is automatic.