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fixed-fee services


Estate planning for non-Canadian foreign nationals who own US assets, particularly real estate, often requires sophisticated analysis and tax planning, due to the complexity of each nation’s tax treaty with thie US, or if there is no tax treaty, the complexity of applying US tax law for foreign nationals.  However, in many cases, after consultation about the estate tax and income tax implications of owning US real estate and after discussing the options, it becomes clear that a simple revocable trust is the best way to hold the property, which is often a vacation home. 
For those foreign nationals, Sanger & Manes prepares the trust to optimize the benefits of their particular country’s tax treaty, or underlying US law if there is no tax treaty, and transfers the real property to the trust, for a single fixed fee.* 
Working with the client’s foreign tax counsel, Sanger & Manes also offers a fixed fee for creating business entities to hold the property (if for instance it is income-producing and not a vacation home), or to transfer title into some other form that benefits foreign national owners, such as joint tenancy or community property with right of survivorship.
Contact us for details about our fixed-fee estate plans and real estate services for Non-
Canadian foriegn nations.
*Special arrangements have to be made if the property is Bureau of Indian Affairs Lease Land.