Can Non-Citizens Create a Living Trust in the U.S.?

Can Non-Citizens Create a Living Trust in the U.S.?

Mike Massey Law, PLLC – Estate Planning You Can Trust

Short Answer: Yes.

U.S. Citizens, Permanent Residents (Green Card holders), and even temporary visa holders (such as H-1B or H-4) can legally set up a living trust in the U.S.


🧾 Requirements to Create a Living Trust:

  • Be 18 years or older

  • Be mentally competent

  • Own assets you wish to place in the trust

  • Have a U.S. address (preferred for trust situs and administration)

  • Have a Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)


🌎 What If I’m Not a U.S. Citizen?

 

Status Can Create a Trust? Notes
U.S. Citizen ✅ Yes No restrictions.
Green Card Holder ✅ Yes Treated as U.S. resident for tax purposes.
H-1B / H-4 Visa Holder ✅ Yes Can own property and form legal agreements.
Non-Resident Alien ⚠️ Possible, but complex Often triggers U.S. estate tax planning needs.

⚠️ Special Considerations for Non-Citizens:

  • Estate Tax Traps: Non-citizens may have a U.S. estate tax exemption as low as $60,000, vs. $13.61M for citizens (2025).

  • Foreign Spouse? You may need a QDOT (Qualified Domestic Trust) to protect assets from estate tax.

  • International Assets? A U.S. living trust may not control assets held in foreign countries unless mirrored by a foreign trust.


💡 Why a Living Trust Still Makes Sense:

  • Avoid probate court delays

  • Keep your wishes private

  • Protect your children and dependents

  • Plan for incapacity and guardianship

  • Simplify asset transfer even if you later move abroad


📞 Let’s Plan with Peace of Mind

Whether you’re here on a visa, hold a green card, or are a U.S. citizen—you deserve a plan that works for your life and legacy.

👉 Book your free consultation today: [bit.ly/consultalawyer]
📍 Serving clients throughout Texas

The information provided in this blog post is for general informational purposes only and is not legal advice. While we strive to provide accurate and up-to-date information, laws can vary by state and change over time. Reading this blog does not create an attorney-client relationship with Mike Massey Law, PLLC or any of its attorneys. If you need legal advice tailored to your specific situation, we encourage you to consult directly with a licensed attorney. To schedule a personalized consultation with our firm, please visit [bit.ly/consultalawyer] or contact us directly.

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