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Nongrantor trusts (foreign or domestic) have significant tax advantages for foreign investors in U.S. real estate. But these tax advantages come at a cost. Trusts are complicated and expensive to set up and operate. The investor loses control over the trust assets. The capital — and the capital gain — now belongs to the trust, not the investor.
In this one-hour session, Phil will walk you through a typical real estate holding structure for a foreign investor. When do you select a foreign or domestic trust? How do you design the trust for the desired tax results?... continue reading
Presenter: Haoshen Zhong
You set up a family trust with your spouse. And now you want to move — across the US border. This session discusses what happens to your trust when you change between a US resident (or citizen) and a nonresident alien.
Materials: Dropbox
... continue reading
