Here’s an idea for a topic when covering Trusts, one I have not heard addressed in your podcasts I’ve watched: If one of the spouses is not a U.S. citizen and does not plan on getting U.S. citizenship (they have their permanent residence green card), then a Qualified Domestic Trust (QDT or “QDOT”) needs to be part of the RLT to address the tax impact if the first spouse to die is the U.S. citizen. It affects the structure of the Trust but does not impede the transfer of assets.
I’m presuming there are others out there with the same citizenship relations (one spouse is a U.S. citizen and the other is not). Just a suggestion to include this QDT topic on your next podcast/video.