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September 2017 International Tax Lunch: Foreign Grantor Trusts

Foreign Grantor Trusts: When to Use Them and How To Do the Tax Compliance

Trusts are great for transferring wealth from one generation to the next. But when that transfer is from a nonresident to a U.S. resident, there are a number of competing factors for how to make that transfer happen. This session talks about classic foreign parent/U.S. child estate planning for foreign assets, using foreign grantor trusts for income tax and estate tax efficiency. Also, cover the tax compliance required during the parents’ lifetimes and after they die.

Presenter: Phil Hodgen

Materials: Dropbox