Benefits, Pitfalls and Other Considerations in Using Trusts in International Planning - STEP International Tax and Estate Planning Forum

May 6, 2022 at 9:00am10:00am (PDT)
Surf & Sand Resort Laguna Beach

Laura Zwicker, chair of the Private Client Services Group, will speak on the panel "Benefits, Pitfalls and Other Considerations in Using Trusts in International Planning" at the 14th Annual STEP International Tax and Estate Planning Forum. Laura, alongside a panel of experts, will discuss some of issues that impact the use of trusts in cross-border planning and will cover the following topics:

  • choice of jurisdictions for creating trusts
  • the international recognition and acceptance of trusts
  • special U.S. tax regimes applicable to foreign grantor trusts and foreign accumulation trusts for U.S. beneficiaries
  • migrating trusts to new jurisdiction
  • modifying and decanting trusts into new trusts
  • using trusts to hold international family businesses

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