transcript   Transcript

Foreign Trust Tax Planning: The Difficult Questions

Recorded on: May. 23, 2017
Running Time: 02:01:03

Full Transcript:

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Taken from the Web Program International Estate & Tax Planning 2017 recorded May, 2017 in New York.

Foreign Trust Tax Planning: The Difficult Questions [02:01:03]
  • Practical strategies for dealing with throwback tax
  • Dealing with trustee, beneficiary and settlor mobility
  • Trust decanting and migration
  • Practical uses of life insurance
  • And other common and not-so-common problematic scenarios facing trustees

Panel Leader:     Beth Tractenberg
Panelists: Amy Heller, Gary R. Lee, C. Jones Perry, Jr., Michael Rosen-Prinz

(CPE Field of Study: Taxes)
(IRS Continuing Education credit for Tax Professionals)

The purchase price of this segment includes the following article from the Course Handbook available online:

  • Ellen K. Harrison, Elyse G. Kirschner, and Carlyn S. McCaffrey, U.S. Taxation of Foreign Trusts, Trusts with Non-U.S. Grantors and Their U.S. Beneficiaries
    Michael Rosen-Prinz
  • Unlocking the Power of Undistributed Net Income (UNI) Assets Trapped in Foreign Non-Grantor Trusts
    Gary R. Lee

Presentation Material

  • Foreign Trust Tax Planning: The Difficult Questions
    Gary R Lee, Carey Jones Perry, Jr.
Amy E Heller ~ Skadden, Arps, Slate, Meagher & Flom LLP
Gary R Lee ~ Sterling Resources, Ltd.
Carey Jones Perry, Jr. ~ Partner, Shearman & Sterling LLP
Michael Rosen-Prinz ~ Partner, McDermott Will & Emery LLP
Beth D Tractenberg ~ Steptoe & Johnson LLP
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