Tag Archive: Foreign trusts

What the Swiss settlement means

Jack Townsend has — as usual — a thoughtful analysis of the implications of the UBS  more…

Exercise a limited power of appointment, make a gift

This is a little bit of inside baseball for the pointy-headed trust aficionados among you. We  more…

How will the IRS ever find out?

A cautionary morality play for the wiser ones of you in the audience. I get many  more…

Notice 2008-63 on private trust companies

To the people who attended my course today in San Jose on Foreign Trusts — find  more…

How nonresidents avoid generation-skipping transfer tax

A reader of my November, 2008 article in California CPA Magazine (hi, David) called me and  more…

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