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Topic: USA/UK Will and Special Needs/Vulnerable People Trust and Tax implications for inheritance for Disab  (Read 2431 times)

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USA/UK Will and Special Needs/Vulnerable People Trust and Tax implications for inheritance for Disab
« on: May 14, 2019, 01:54:03 PM »
We are looking for an attorney to plan a USA/UK Will and Special Needs/Vulnerable People Trust and ABLE Account with tax implications for inheritance and maintenance for Disabled Dual USA/UK Citizen who is a USA military incapacitated adult child. Any suggestions?


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Re: USA/UK Will and Special Needs/Vulnerable People Trust and Tax implications for inheritance for D
« Reply #1 on: May 15, 2019, 01:17:38 PM »
Sadly, I don't have any suggestions for you.  I just felt compelled to give some kind of reply to your post to acknowledge your situation.  Getting approved US military incapacitated adult child status is a rare enough status, adding in dual nationality and establishing an international will and trust... that's a pretty specialized situation.  I wouldn't know where to begin looking... Have you tried starting with the on-base/post legal assistance?  https://www.military.com/benefits/military-legal-matters/legal-assistance-and-jag/family-legal-assistance.html  If they can't help you with your situation, perhaps they will know where to refer you.
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Re: USA/UK Will and Special Needs/Vulnerable People Trust and Tax implications for inheritance for D
« Reply #2 on: May 17, 2019, 01:07:08 AM »
Quote from: jfkimberly on May 15, 2019, 01:17:38 PM
Sadly, I don't have any suggestions for you.  I just felt compelled to give some kind of reply to your post to acknowledge your situation.  Getting approved US military incapacitated adult child status is a rare enough status, adding in dual nationality and establishing an international will and trust... that's a pretty specialized situation.  I wouldn't know where to begin looking... Have you tried starting with the on-base/post legal assistance?  https://www.military.com/benefits/military-legal-matters/legal-assistance-and-jag/family-legal-assistance.html  If they can't help you with your situation, perhaps they will know where to refer you.
Thank you. I made an appointment with legal on base. Maybe they can point me in the right direction.


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Re: USA/UK Will and Special Needs/Vulnerable People Trust and Tax implications for inheritance for D
« Reply #3 on: May 21, 2019, 08:38:29 AM »
Quote from: UKBound on May 17, 2019, 01:07:08 AM
Thank you. I made an appointment with legal on base. Maybe they can point me in the right direction.

I'm sorry I couldn't be more help.  If you're willing, let us know how you get on.  Best of luck making these arrangements.
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