I checked that a spouse was not a U.S. Citizen and was a Mexican citizen. The software did not prompt a QDOT.

By InterActive Legal Support Team Last updated Jan 20, 2022

The QDOT in the program is automatic if you select a QTIP marital trust residuary disposition for a spouse who is not a U.S. Citizen.

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InterActive Legal Support Team 14 posts 0 comments

How do I include a class gift to nieces and nephews under the Joint Revocable Trust document?

I do not want to send the ancillary forms to the client yet. I only want to send the draft trust. I need to separate them out somehow. How can I do this without messing up the styles or page numbering?

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I checked that a spouse was not a U.S. Citizen and was a Mexican citizen. The software did not prompt a QDOT.

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