News & Resources

A Qualified Domestic Trust, or “QDOT” is a Trust specifically authorized by statute to defer estate taxes for non-citizen spouses, but not every non-citizen spouse needs a QDOT. Basically, every citizen and...

I recently was asked by a sole executor-heir when they can assume the mortgage on their childhood home. The client wanted to know if they could assume the mortgage already or if they had to wait for probate to close. The...