Relocating outside the United States is an exciting and life‑changing decision. Yet before you set off, it’s important to address the estate planning and legal logistics that will keep your assets protected and your loved ones secure. Proper preparation avoids legal complications, unnecessary taxes, or family stress. Here’s a comprehensive step‑by‑step guide for getting your affairs in order before moving out of the U.S.

Taking on the role of a trustee is a significant responsibility. You are entrusted with managing assets, making decisions, and ensuring the trust operates according to its terms and the law. Whether you are new to this role or have experience, understanding your duties clearly is crucial. This trustee responsibilities guide will help you navigate your role with confidence and clarity.

A special needs trust (sometimes called a supplemental needs trust) preserves eligibility by owning assets for the beneficiary and spending them only in ways that supplement—rather than replace—government support. At the heart of every special needs trust is the trustee, charged with administering the trust in accordance with complex laws and regulations. The trustee’s role is both vital and challenging, requiring diligence, compassion, and an understanding of public benefit