{"id":18513,"date":"2026-10-20T19:07:18","date_gmt":"2026-10-20T08:07:18","guid":{"rendered":"https:\/\/chuatan.com.au\/family-member-moving-to-united-states-estate-planning\/"},"modified":"2026-10-20T19:09:53","modified_gmt":"2026-10-20T08:09:53","slug":"family-member-moving-to-united-states-estate-planning","status":"publish","type":"post","link":"https:\/\/chuatan.com.au\/en\/family-member-moving-to-united-states-estate-planning\/","title":{"rendered":"When a Family Member Moves to the United States: Estate and Trust Planning Considerations"},"content":{"rendered":"<div class=\"ct-article\" data-no-translation>\n<p>Many Asian families now have members in Australia, the United States and Asia at the same time. A child may study or work in the US, marry a US citizen or obtain a green card. Once a family member becomes a US citizen or US resident for tax purposes, the United States can tax them on their worldwide income and gains, and US estate and gift tax may apply to their worldwide estate. That makes the timing and structure of family wealth transfers much more important.<\/p>\n<h2>The US estate and gift tax in outline<\/h2>\n<ul>\n<li><strong>US citizens and domiciliaries<\/strong> are subject to US estate and gift tax on worldwide assets, with a large lifetime exemption, which is US$15 million per person from 2026. The top rate is 40%.<\/li>\n<li><strong>Non-residents who are not US citizens<\/strong> are subject to US estate tax only on US-situs assets, such as US real estate and shares in US companies, with a much smaller exemption of US$60,000 unless a treaty provides otherwise.<\/li>\n<li>Australia and the United States have an estate tax treaty, which can affect the outcome for Australian residents. Treaty benefits depend on the facts and should be checked by US advisers.<\/li>\n<\/ul>\n<h2>Why pre-immigration planning matters<\/h2>\n<p>The position of a family member who is about to become a US person can be very different before and after the change. Gifts and trust arrangements made before US residency begins, by parents who are not US persons, may be treated differently from those made afterwards. Conversely, a US person who is a beneficiary of a foreign trust may face US reporting obligations and, on distributions of accumulated income, US tax charges that resemble Australia&#8217;s own rules for foreign trusts. See <a href=\"\/en\/foreign-trusts-companies-australian-residents-tax\/\">foreign trusts and companies for Australian residents<\/a>.<\/p>\n<h2>The Australian side<\/h2>\n<ul>\n<li><strong>Wills.<\/strong> A will that leaves assets to a US-based child outright may expose those assets to US estate tax on the child&#8217;s death. A testamentary trust drafted with US advice can sometimes avoid this.<\/li>\n<li><strong>Trusts.<\/strong> Australian family trusts with US beneficiaries may need amended distribution and reporting arrangements.<\/li>\n<li><strong>Property and capital gains.<\/strong> Australian property passing to a US resident beneficiary remains subject to Australian capital gains tax on sale, and the US may also tax the gain.<\/li>\n<li><strong>Coordination.<\/strong> Each country&#8217;s rules on residency, trusts and inheritances must be considered together. See <a href=\"\/en\/asian-family-wealth-multiple-jurisdictions\/\">one family, several countries<\/a>.<\/li>\n<\/ul>\n<h2>How we assist<\/h2>\n<p>We advise on the Australian legal components of planning for families with members in the United States, including wills, testamentary trusts and family trust deeds, and work alongside US tax and estate planning attorneys, who should advise on US law. This article is general information only. Justin Chua is a Nationally Accredited Mediator and an Affiliate member of STEP, the worldwide professional body for trust and estate practitioners.<\/p>\n<div class=\"ct-faq\">\n<h2>Frequently asked questions<\/h2>\n<h3>Does US estate tax apply to non-US families?<\/h3>\n<p>It can. Non-residents who are not US citizens may be subject to US estate tax on US-situs assets, such as US real estate and shares in US companies, with only a small exemption unless a treaty applies.<\/p>\n<h3>What changes when a child becomes a US citizen or green card holder?<\/h3>\n<p>The child may become subject to US tax on worldwide income and, potentially, US estate and gift tax on worldwide assets. Inheritances and trust distributions they receive may need different planning.<\/p>\n<h3>Can a will reduce US estate tax for a child living in the US?<\/h3>\n<p>In some cases a testamentary trust, drafted with advice from US attorneys, can hold the inheritance in a way that is not included in the child&#8217;s US estate.<\/p>\n<h3>Is there an Australia\u2013US estate tax treaty?<\/h3>\n<p>Yes. It can affect the outcome for Australian residents with US assets, but its application depends on the facts and should be confirmed by advisers in both countries.<\/p>\n<\/div>\n<p><em>Chua Tan Associates advises families, executors, trustees and their professional advisers on estate planning, estate administration and estate disputes, in Australia and across borders. To arrange a confidential consultation, please contact our Melbourne office on +61 3 9602 3988 or submit an <a href=\"#ct-enquiry\">enquiry<\/a>. Advice is available in English, Mandarin and Cantonese.<\/em><\/p>\n<p class=\"ct-byline\"><em>Justin Chua (\u8521\u667a\u52cb), lawyer and mediator, Chua Tan Associates, Melbourne. General information only, not legal or tax advice. Victorian law unless stated otherwise.<\/em><\/p>\n<\/div>\n\n\n<div id=\"ct-enquiry\" class=\"ct-eq\" data-no-translation>\r\n<style>.ct-eq{background:#f4f1ea;border:1px solid #e3ddd0;border-radius:10px;padding:22px 24px;margin:32px 0;font-size:16px;line-height:1.6}.ct-eq h2,.ct-eq h3{margin:0 0 6px}.ct-eq p{margin:0 0 12px}.ct-eq form{display:grid;grid-template-columns:1fr 1fr;gap:12px}.ct-eq label{display:block;font-size:14px;font-weight:600;margin-bottom:4px}.ct-eq input,.ct-eq select,.ct-eq textarea{width:100%;box-sizing:border-box;padding:10px 12px;border:1px solid #cfc6b4;border-radius:6px;font-size:16px;background:#fff}.ct-eq .full{grid-column:1\/-1}.ct-eq button{background:#8a6a3b;color:#fff;border:0;border-radius:6px;padding:12px 22px;font-size:16px;cursor:pointer}.ct-eq .hp{position:absolute;left:-9999px}.ct-eq small{color:#5f5a50}.ct-eq .ok{background:#e7f3e8;border-left:4px solid #3c8d40;padding:12px 16px}.ct-eq .bad{background:#fbeaea;border-left:4px solid #b03a2e;padding:12px 16px}.ct-eq .ct-direct{display:flex;flex-wrap:wrap;gap:10px;margin-top:14px}.ct-eq .ct-direct a,.ct-eq .ct-direct button{background:#fff;color:#2b2b2b;border:1px solid #cfc6b4;padding:9px 14px;border-radius:6px;text-decoration:none;font-size:15px}@media(max-width:640px){.ct-eq form{grid-template-columns:1fr}}<\/style>\r\n<h3>Tell us about the estate<\/h3>\r\n<p>A short message is enough. We reply in English, Mandarin or Cantonese, and quote fees in writing before any work starts.<\/p>\r\n<form method=\"post\" action=\"https:\/\/chuatan.com.au\/wp-admin\/admin-post.php\">\r\n<input type=\"hidden\" name=\"action\" value=\"ct_estate_enquiry\">\r\n<input type=\"hidden\" name=\"ct_ts\" value=\"1792492767\">\r\n<input type=\"hidden\" name=\"ct_lang\" value=\"en\">\r\n<input type=\"hidden\" name=\"ct_page\" value=\"https:\/\/chuatan.com.au\/en\/family-member-moving-to-united-states-estate-planning\/\">\r\n<div class=\"hp\" aria-hidden=\"true\"><label>Website<input type=\"text\" name=\"ct_website\" tabindex=\"-1\" autocomplete=\"off\"><\/label><\/div>\r\n<div><label for=\"ct_name\">Your name *<\/label><input id=\"ct_name\" name=\"ct_name\" required maxlength=\"120\"><\/div>\r\n<div><label for=\"ct_email\">Email<\/label><input id=\"ct_email\" name=\"ct_email\" type=\"email\" maxlength=\"160\"><\/div>\r\n<div><label for=\"ct_phone\">Phone, WeChat or WhatsApp<\/label><input id=\"ct_phone\" name=\"ct_phone\" maxlength=\"80\"><\/div>\r\n<div><label for=\"ct_language\">Preferred language<\/label><select id=\"ct_language\" name=\"ct_language\"><option>English<\/option><option>Mandarin<\/option><option>Cantonese<\/option><\/select><\/div>\r\n<div><label for=\"ct_type\">What do you need help with?<\/label><select id=\"ct_type\" name=\"ct_type\"><option value=\"\">Please choose<\/option><option>Someone has died and there is a Will<\/option><option>Someone has died and there is no Will<\/option><option>Someone has died and I am not sure if there is a Will<\/option><option>Making or updating a Will or estate plan<\/option><option>Executor or trustee question<\/option><option>A dispute about an estate<\/option><option>Other<\/option><\/select><\/div>\r\n<div><label for=\"ct_state\">Where are the assets?<\/label><select id=\"ct_state\" name=\"ct_state\"><option value=\"\">Please choose<\/option><option>Victoria<\/option><option>New South Wales<\/option><option>Queensland<\/option><option>Western Australia<\/option><option>South Australia<\/option><option>Tasmania<\/option><option>ACT<\/option><option>Northern Territory<\/option><option>More than one state<\/option><option>Overseas as well<\/option><option>Not sure<\/option><\/select><\/div>\r\n<div class=\"full\"><label for=\"ct_time\">Best time to contact you (optional)<\/label><input id=\"ct_time\" name=\"ct_time\" maxlength=\"120\"><\/div>\r\n<div class=\"full\"><label for=\"ct_msg\">Brief details (optional)<\/label><textarea id=\"ct_msg\" name=\"ct_msg\" rows=\"4\" maxlength=\"3000\"><\/textarea><\/div>\r\n<div class=\"full\"><button type=\"submit\">Send enquiry<\/button><br><small>We use your details only to respond to your enquiry. Sending this form does not create a lawyer\u2013client relationship. <a href=\"\/privacy-policy\/\">Privacy<\/a><\/small><\/div>\r\n<\/form>\r\n<div class=\"ct-direct\"><strong style=\"width:100%\">Or contact us directly<\/strong>\r\n<a href=\"tel:+61396023988\">Call +61 3 9602 3988<\/a>\r\n<a href=\"mailto:chuatan@tpg.com.au\">chuatan@tpg.com.au<\/a>\r\n<a href=\"https:\/\/wa.me\/61490369102\" target=\"_blank\" rel=\"noopener\">WhatsApp +61 490 369 102<\/a>\r\n<button type=\"button\" class=\"ct-wechat\" data-msg=\"WeChat ID copied\">WeChat: chuatan262<\/button>\r\n<\/div>\r\n<\/div>\r\n\t\n\n<div class=\"ct-guides\" data-no-translation><style>.ct-guides{margin:28px 0}.ct-guides ul{display:grid;grid-template-columns:repeat(auto-fit,minmax(230px,1fr));gap:10px;list-style:none;padding:0;margin:10px 0 0}.ct-guides li{margin:0}.ct-guides a{display:block;padding:12px 14px;border:1px solid #e3ddd0;border-radius:6px;text-decoration:none;background:#fff;height:100%}<\/style><h3>Estate guides<\/h3><ul><li><a href=\"\/en\/do-i-need-probate\/\">Do I need probate? 2-minute check<\/a><\/li><li><a href=\"\/en\/what-to-do-when-someone-dies\/\">What to do when someone dies: 30-day checklist<\/a><\/li><li><a href=\"\/en\/letters-of-administration-victoria\/\">No Will? Letters of administration and who inherits<\/a><\/li><li><a href=\"\/en\/estate-planning-victoria\/\">Estate planning: Will, power of attorney, medical decisions<\/a><\/li><li><a href=\"\/en\/testamentary-trusts\/\">Testamentary trusts<\/a><\/li><li><a href=\"\/en\/superannuation-and-your-will\/\">Superannuation and your Will<\/a><\/li><li><a href=\"\/en\/executor-disputes\/\">Executor problems and disputes<\/a><\/li><li><a href=\"\/en\/professional-executor-trustee\/\">Professional executor &amp; trustee services<\/a><\/li><li><a href=\"\/en\/%E5%AE%A2%E6%88%B7%E8%AF%84%E4%BB%B7\/\">Client reviews<\/a><\/li><\/ul><\/div>","protected":false},"excerpt":{"rendered":"<p>For Asian and Australian families with a child or parent moving to the US: how US estate and gift tax, US-situs assets and pre-immigration planning interact with Australian wills and trusts.<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_meta-robots-noindex":"","_wpcom_ai_launchpad_first_post":false,"_jetpack_hide_featured_image":false,"_jetpack_featured_image_duplicate_dismissed":0,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[25,787516595],"tags":[],"class_list":["post-18513","post","type-post","status-publish","format-standard","hentry","category-25","category-cross-border-families"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v21.2 (Yoast SEO v28.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>When a Family Member Moves to the United States: Estate and Trust Planning Considerations | Chua Tan Associates<\/title>\n<meta name=\"description\" content=\"For Asian and Australian families with a child or parent moving to 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He is a nationally accredited mediator, Family Dispute Resolution Practitioner, family law arbitrator and STEP Affiliate, advising on wills and estates, family law, and cross-border family and business matters in Mandarin and English.\",\"sameAs\":[\"https:\\\/\\\/chuatan.com.au\\\/\"]}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"When a Family Member Moves to the United States: Estate and Trust Planning Considerations | Chua Tan Associates","description":"For Asian and Australian families with a child or parent moving to the US: how US estate and gift tax, US-situs assets and pre-immigration planning interact with Australian wills and 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