Structuring U.S. Governed Law Trusts Classified as Foreign Trusts for U.S. Tax Purposes

Strafford
Webinar
July 15, 2021
Jennifer Wioncek participated in a Strafford Webinar titled Structuring U.S. Governed Law Trusts Classified as Foreign Trusts for U.S. Tax Purposes. Panelists took a deep dive into the planning opportunities and reporting requirements for U.S.-based trusts that must file as non-domestic trusts for income tax purposes. Panelists also discussed what constitutes "substantial decisions by non-U.S. persons" for trusts, structuring considerations to maximize income tax savings by utilizing a U.S.-based foreign trust, and detail how FATCA and other foreign tax reporting requirements on non-domestic entities impact trust drafting and operation.
RELATED PEOPLE
Jennifer J. Wioncek
Practice Group Leader, Tax & Private Wealth
YOU MIGHT ALSO LIKE
Client Alert April 22, 2025
As solar panel rooftop leases gain traction in commercial real estate markets, both landlords and lenders must navigate critical due diligence, lease structuring, and financing risks. Understanding these legal touchpoints is essential to protect long-term property values and avoid costly complicatio...
Press Release April 17, 2025
On April 12, in Partnership with Miami-Dade County, Bilzin Sumberg participated in a waterfront clean-up on Virginia Key.
Press Release April 10, 2025
Adrian K. Felix, Trial & Litigation Partner, has been selected to the 2025 Franchise Times "Legal Eagles" class.
VIEW MORE