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Foreign Trusts: The Basics (4153014A)
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Transactions with foreign trusts have significant information reporting requirements, even when there is no income and no taxes due. Learn how to distinguish between domestic and foreign trusts, and between foreign grantor and nongrantor trusts; and identify the information returns required when these trusts are involved with U.S. persons.

11/10/2015
When: 11/10/2015
9:30 AM - 10:30 AM
Where: Webcast/Webinar
Presenter: Jurate Gulbinas
Contact: April Deneault
801-834-6634


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Transactions with foreign trusts have significant information reporting requirements, even when there is no income and no taxes due. Learn how to distinguish between domestic and foreign trusts, and between foreign grantor and nongrantor trusts; and identify the information returns required when these trusts are involved with U.S. persons.

  

Objectives:

Determine when U.S. estate, gift and income tax will apply to assets and income of foreign trusts.

Identify when Form 3520 and Form 3520-A are required, who needs to file them and what type of information needs to be shown.

Major Subjects:

Foreign grantor and nongrantor trusts

Beneficiary statements: Form 3520 and Form 3520-A

 

Designed For:

CPAs and lawyers.

 

Prerequisite: None

 

Advanced Prep: None

  

Speaker: Jurate Gilbinas

Vendor: CalCPA

Field of Study: Taxation

Level:  Overview

CPE Credit: 1 hour

Acronym: FTSD

 

Registration Fees:

Members: $35

Nonmembers: $50

 

Meet the Speaker:

Born and raised in Lithuania – a tiny-yet-beautiful country near the Baltic Sea. Moved to Los Angeles in 1996 after earning a BA in Lithuanian literature and a certificate in psychology from Vytautas Magnus University. Took an educational U-turn and completed an MBA (specializing in accounting) from National University in San Diego.

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