• S1E1: Navigating the Complexities of Foreign Grantor Trusts

  • May 1 2024
  • Durée: 23 min
  • Podcast
Page de couverture de S1E1: Navigating the Complexities of Foreign Grantor Trusts

S1E1: Navigating the Complexities of Foreign Grantor Trusts

  • Résumé

  • Join us for a deep dive into the world of Foreign Grantor Trusts (FGTs) and their impact on U.S. Federal income tax, featuring guest speaker Jay Rubinstein, a seasoned U.S. Tax Lawyer from the society Whithers. In this episode, we explore the conditions that classify a trust as foreign, and how this classification affects the tax obligations of the Grantor and U.S. beneficiaries, particularly concerning distributions and estate taxes. We'll discuss the essential clauses typical in FGTs, the significant tax consequences post-Grantor's death, and strategies to manage adverse tax effects, including the implications of the CFC rules following the 2017 tax reform. We'll also cover the long-term implications for estate, gift, and generation-skipping taxes. This comprehensive overview aims to provide listeners with a clear understanding of FGTs in U.S. taxation.

    Voir plus Voir moins

Ce que les auditeurs disent de S1E1: Navigating the Complexities of Foreign Grantor Trusts

Moyenne des évaluations de clients

Évaluations – Cliquez sur les onglets pour changer la source des évaluations.