QDOT
What is a QDOT?
A QDOT is used when a US Citizen is married to a non-US Citizen. The Qualified Domestic Trust is designed to hold all or some of the US Citizen’s wealth to avoid or delay the Federal Estate Tax.
What is the Purpose of a QDOT?
Because Congress is worried that a non-US Citizen spouse will attempt to move assets overseas to avoid the Federal Estate Tax, a non-US Citizen spouse is not given an unlimited spousal exemption. This means the US Citizen Spouse’s death a tax might be due. Congress did spell out how the tax can be avoided or delayed, and a QDOT adopts those terms.
Typical Estate Questions About QDOTs:
Here are some questions clients, beneficiaries, and Trustees ask
Reasonable Prices | Years of Experience | We Make Trusts and Estate Planning Easier
If you have any questions about Qualified Domestic Trusts or any other estate planning topics, please contact us to schedule a free consultation. For more than two decades Klenk Law has focused only on Estate Law. We’ve seen it all, and this experience allows us to explain complex estate law and planning techniques clearly and concisely. We make it easy for you to understand QDOTs so you can make the best decisions for yourself and your family.
Irrevocable Trusts
- Overview
- SLAT
- ILIT: Irrevocable Life Insurance Trust
- Grantor Trusts
- GRAT
- QDOT
- QPRT
- CRUT/CRAT
- UniTrusts
- Bypass Trusts
- Credit Shelter Trusts
- Marital Trusts
- AB Trusts
- Disclaimer Trusts
- Dynasty Trusts
- Advising and Representing Trustees
- Trust Reformations
- Trust Accountings
- Trustee Removal
- Pennsylvania Pet Trust
- Education Trusts
Peter Klenk is the founding member of Klenk Law, a seven attorney boutique estate planning law firm. We serve clients in Pennsylvania, New Jersey, New York, Minnesota and Florida. Peter Klenk received his Masters in Taxation LL.M. from NYU Law School and his J.D. from the University of Minnesota Law School. He served his country in the Navy JAGC during Desert Storm. Easy to talk to, feel free to call Peter for an appointment. We will make the process as easy as possible!
Free Consultation
Client Review
"I worked for Peter Klenk for 4 wonderful years. I can’t speak highly enough of everyone at the firm. Everyone truly cares about their clients and has a strong sense of responsibility to get things done right. I would highly recommend Klenk Law!"
Flora Novick
What Our clients are saying
Anna B.
Professional, cheerful, thorough and fast. Peter responded to my request for a consultation right away, and within just a few days my last will and living will were done. Rates are standard.
Glenn P.
Peter Klenk ESQ is a thoughtful and capable attorney who we work with on estate planning issues. His firm recently provided us with new Wills, Power of Attorneys and our instructions regarding major health issues. These documents are important for estate and life planning. Peter and his team are masters in the complexities of Estate Law. We highly recommend Peter and his Associates to provide thoughtful advice and outstanding work on these complex issues of the law. Make sure your estate planning documents are up to date, and Peter can be relied on to do an excellent job. Well done Peter!
Susan W.
Tremendous firm with bright, kind and tenacious people. Great representation for our family.
Sean Quinn
Great firm. Great people. Happy to refer folks in need to estate planning to Peter and his team. They do great work.
Sharon A.
We recently used Peter's firm to update our wills and trusts. We found he and his staff to be well-informed, professional and highly efficient. And equally valuable, Peter explains the law in terms that a layperson can readily understand.
Let us put our expertise to work for you.
Free consultation within 24 hours.
