Webcast: Foreign Trusts: How and When to Use Them (CAFTSP15)
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Foreign trusts are appealing for holding and transferring wealth between generations. For U.S. taxpayers, however, they carry a heavy tax burden. We'll review situations where foreign trusts might be used: inbound transfers of wealth and outbound transfers (such as asset protection trusts). Tax considerations are the focus of this course, but practical issues will be addressed.

11/10/2015
When: 11/10/2015
12:30 PM until 1:30 PM
Where: Webcast
Louisiana
United States
Presenter: Jurate Gulbinas


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Registration Fees
Members $35
Non-Members $50

CPE: 1 hours
Level: Overview
Vendor: CalCPA
Category: Taxation
Prerequisites: None
Advanced prep: None

Who should attend: CPAs and lawyers.

Foreign trusts are appealing for holding and transferring wealth between generations. For U.S. taxpayers, however, they carry a heavy tax burden. We'll review situations where foreign trusts might be used: inbound transfers of wealth and outbound transfers (such as asset protection trusts). Tax considerations are the focus of this course, but practical issues will be addressed.

Objectives

Determine when a foreign trust is useful in achieving a client's objectives, and how to structure and fund the trust to achieve those objectives.



Major Topics
  • Grantor trusts
  • Nongrantor trusts
  • Estate, gift and income taxation rules applicable to foreign trusts