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Estate Planning When One Spouse Is Not a U.S. Citizen: How California Community Property Changes the QDOT Math
A green card does not restore the marital deduction when the surviving spouse is not a U.S. citizen, and a living trust that leaves everything to the survivor can fail on that one point. This episode explains why California community property cuts the exposure in half, how a joint tenancy deed can hand it back, and where a dormant QDOT fits. Full analysis: https://ca-legal.net/noncitizen-spouse-qdot-california-community-property-estate-planning/
The skinny
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