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Webcast: Foreign Trusts: How and When to Use Them (CAFTSP16)
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 Export to Your Calendar 11/9/2016
When: 11/9/2016
12:30 PM until 1:30 PM
Where: Webcast
CALCPA
4163013A
United States
Presenter: Philip D. Hodgen Esq, LLM


Online registration is available until: 11/7/2016
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Acronym CAFTSP16
CPE 1 hour
Vendor CalCPA
Category
Tax
Level Overview
Yellow Book No
Prerequisite None
Who should attend CPAs and lawyers.
Members $30
CPA Non-Members $50

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Description

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.

Materials are provided as an ebook.

Objectives

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

Topics

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

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