Basic and Intermediary Considerations for Trusts Established in Asset Protection Jurisdictions – Tax, Practical, and Other Considerations for the Knowledgeable Planner
Sponsored by Bloomberg BNA
Explore tax, practical, and other considerations for trusts established in asset protection jurisdictions. Our webinar will take attendees through IRS filing requirements, the penalties clients face for failure to report items properly, and when to use an offshore trust versus a domestic asset protection trust.
Educational Objectives:
• Know the various forms to file with the Internal Revenue Service
• Ensure that all tax reporting is done properly
• Understand the penalties that could result from improper reporting
• Know the benefits of setting up a trust in an offshore jurisdiction instead of relying on the unsettled law of domestic asset protection trusts which could be established in some states such as Nevada, South Dakota, and Alaska
Who would benefit most from attending this program?
Estate Gift and Tax Planners, Tax Attorneys, Estate Planners, Attorneys, Trust Officers, Accountants, Insurance Advisors, Wealth Management Professionals, CPAs.
Educational Objectives:
• Know the various forms to file with the Internal Revenue Service
• Ensure that all tax reporting is done properly
• Understand the penalties that could result from improper reporting
• Know the benefits of setting up a trust in an offshore jurisdiction instead of relying on the unsettled law of domestic asset protection trusts which could be established in some states such as Nevada, South Dakota, and Alaska
Who would benefit most from attending this program?
Estate Gift and Tax Planners, Tax Attorneys, Estate Planners, Attorneys, Trust Officers, Accountants, Insurance Advisors, Wealth Management Professionals, CPAs.
Speaker:
FREE!
Online - Participatory
Gideon Rothschild - As Chair of Moses & Singer's Trusts & Estates and Asset Protection practices, Gideon Rothschild focuses on domestic and international estate planning and asset protection. He is a nationally-recognized authority on the use of offshore trusts and estate planning strategies for wealth preservation and succession planning. His practice also includes estate administration and the representation of clients in taxpayer disputes at the federal, state and local levels.
Mr. Rothschild serves high-net-worth individuals with assets ranging from $5 million to more than $1 billion. His clients include professionals, entrepreneurs, real estate developers and owners, closely-held business owners and directors of publicly-held companies.
FREE!
Online - Participatory
Total CLE credit = 1 unit
June 15, 2016 , 9:30 am to 10:30 am PT
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