Indian U.S. Tax Planning

In the first instance, the income tax treatment (as with a d(4)(A) trust) will be as a grantor trust; in the second instance, the same grantor trust / taxable trust /

If you have answered ‘Yes’ to any of the questions above, please provide details below.  Use an additional page if needed.  We reserve 

person treated as the owner of a foreign trust is responsible for ensuring that the trustee files Form 3520-A annually, and also must send a copy of the Foreign Grantor Trust

Transferring appreciated assets to a foreign trust or foreign company will usually trigger current income tax on the appreciation if the transfer is made when you are a

The beneficial owners of partnership (other than a withholding foreign partnership), income paid to a foreign partnership are generally the a foreign simple or foreign grantor

Basic Characteristics of a Trust defines what a trust is and explains the common features and benefits of a trust.. It describes the steps that a client takes to create

A Spousal Access Trust names the spouse of the grantor, in addition to the children of the grantor, as the trust beneficiaries, and can be used with either a single life or

Step 1. The grantor establishes an Irrevocable Grantor Trust in which life insurance can be included. The trust assets remain outside of the taxable estate but certain powers allow