Print Page   |   Contact Us   |   Sign In   |   Join
Foreign Trusts: How and When to Use Them (4153013A)
View Registrations Tell a Friend About This EventTell a Friend
 

Foreign trusts are appealing for holding and transferring wealth between generations. For U.S. taxpayers, however, they carry a heavy tax burden. We'll review situations where foreign trusts might be used: inbound transfers of wealth and outbound transfers (such as asset protection trusts). Tax considerations are the focus of this course, but practical issues will be addressed.

11/10/2015
When: 11/10/2015
11:30 AM - 12:30 PM
Where: Webcast/Webinar
Presenter: Jurate Gulbinas
Contact: April Deneault
801-834-6634


Online registration is closed.
« Go to Upcoming Event List  

Foreign trusts are appealing for holding and transferring wealth between generations.  For U.S. taxpayers, however, they carry a heavy tax burden.  We'll review situations where foreign trusts might be used:  inbound transfers of wealth and outbound transfers (such as asset protection trusts).  Tax considerations are the focus of this course, but practical issues will be addressed.
  

Objectives:

Determine when a foreign trust is useful in achieving a client's objectives, and how to structure and fund the trust to achieve those objectives.

Major Subjects:

Grantor trusts
Nongrantor trusts
Estate, gift and income taxation rules applicable to foreign trusts

 

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: FTSP

 

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.

Membership Management Software Powered by YourMembership  ::  Legal