U.S. Situs Trust Strategies for International Families: Navigating Trust Structures, Reporting, and Tax Challenges
Note: CPE credit is not offered on this program
A live 90-minute CLE webinar with interactive Q&A
This webinar will provide trusts and estates counsel a detailed analysis of U.S. trust strategies for non-U.S. families. The panel will discuss using a variety of trust structures for tax planning and asset protection, key considerations in changing and selecting trust situs, and reporting and compliance issues, as well as offer planning techniques to minimize adverse tax and legal implications.
- Advantages and disadvantages of a U.S. situs trust for international families
- Nuances of different trust structures
- Foreign grantor and non-grantor trusts
- Dynasty trusts
- Self-settled trusts
- Determining trust situs
- Critical issues for real estate
- Understanding applicable tax rules and reporting obligations
The panel will discuss these and other noteworthy issues:
- What are the pros and cons of establishing a U.S. situs trust for international families?
- What types of trusts are available, and what are the critical considerations for each?
- What are the primary factors in determining a favorable situs for the trust?
- What issues arise for real estate purchases and planning solutions for nonresident aliens?
- What are the applicable tax rules and reporting requirements?
Joseph A. Field
Pillsbury Winthrop Shaw Pittman
Mr. Field represents international families on structuring their estate planning as well as financial institutions on a... | Read More
Mr. Field represents international families on structuring their estate planning as well as financial institutions on a variety of financial services, particularly with respect to life insurance.Close
Lawrence M. Lipoff, CPA, TEP, CEBS
With more than 30 years of experience, Mr. Lipoff specializes in the delivery of domestic and international private... | Read More
With more than 30 years of experience, Mr. Lipoff specializes in the delivery of domestic and international private client services to enable high net worth individuals and families to maximize their new or generational wealth. He provides strategic advice to his clients and their closely-held businesses in the areas of income tax planning and compliance, estate planning and administration services, consultation regarding formation of family trusts and philanthropic structures. He is a frequent lecturer and author of articles published through professional forums on topics that include preparation of 1040/1041 & 706/709 returns, IRA/pension distribution, domestic and international asset protection, business succession, generation-skipping transfers, S corporation and fiduciary taxation including foreign trusts, alternative minimum tax, Chapter 14, family limited partnerships, international estate planning and administration, grantor charitable lead trusts, captive insurance companies, private placement life insurance and carried interest estate planning for private equity and hedge fund principals.Close
Melvin A. Warshaw, JD, LLM
Principal, General Counsel
Financial Architects Partners
Mr. Warshaw is the General Counsel of Financial Architects Partners. His primary responsibility is to liaison with tax... | Read More
Mr. Warshaw is the General Counsel of Financial Architects Partners. His primary responsibility is to liaison with tax and estate planning lawyers, CPAs and senior trust company officers around the country educating and advising them on life insurance structures suitable for wealthy families.Close
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