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  • 8 Pages

Foreign Trusts

 

Knowing and Playing by the Rules

There is so much to know about foreign trusts, estate and gift taxation that can barely scratch the surface in a white paper. The rules governing the legal structure of trusts and their associated obligations are complex, and some of these rules aren’t fully defined in the tax law. Many clients and even their trusted legal advisors, are simply unaware of the severity of noncompliance and the effects that foreign entities may have on reporting foreign trust activities. Failing to understand the rules results in significant penalties. This white paper offers a brief outline on foreign trust rules and reporting.

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Foreign Trusts

Agenda

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Foreign Trusts

Faculty

Jack Brister

Jack Brister

International Wealth Tax Advisors

  • Managing member and founder of International Wealth Tax Advisors and has more than 30 years of experience
  • Specializes in U.S. tax planning and compliance for non-U.S. families with international wealth and asset protection structures which include non-U.S. trusts, estates and civil law foundations that have a U.S. connection; and non-U.S. companies wanting to do business in the U.S.
  • Also specializes in non-U.S. persons investing in U.S. real property, and other U.S. assets, pre-immigration planning, U.S. expatriation matters, U.S. persons in receipt of gifts and inheritances from non-U.S. persons, non-U.S. account and asset reporting, offshore voluntary disclosures, FATCA registration and compliance (W-8BEN-E and Form 8966) and executives working and living abroad
  • Widely published, in addition to speaking at numerous international engagements; his article, "Foreign Trusts: The Capital Loss Debate", published by Trusts & Estates professional journal is still the only authority on the treatment of capital losses in computing foreign trust distributable net income
  • Can be contacted at 212-245-1142 or [email protected]
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Foreign Trusts

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