Structuring Offshore Asset Protection Trusts: What the Sophisticated Advisor Needs to Know : Part 1
Thursday September 6
3:00 PM EDT 4:00 PM ET
In their exclusive, two-part LISI webinar, Jonathan Gopman and Paul D’Alesandro will provide planners with a comprehensive review offshore asset protection trusts. They will discuss the important practical concerns of structuring offshore trusts, including what a foreign asset protection trust is and a brief history of such trusts, how to screen clients for use of foreign asset protection trust structures, tax issues with foreign asset protection trusts, planning opportunities with foreign asset protection trusts, appropriate structuring of foreign asset protection trusts, fraudulent transfer and sham trust issues, foreign jurisdictions and case law and statutory related to foreign trusts. The discussion will include a review of the following aspects of foreign asset protection trusts: choice of situs, trustee powers, the use of multiple trustees and bankruptcy and non-bankruptcy challenges to offshore trusts.
Part 1 will cover:
· What a foreign asset protection trust is and provide a brief history of such trusts.
· How to screen clients for use of foreign asset protection trust structures.
· Tax issues with foreign asset protection trusts.
· Planning opportunities with foreign asset protection trusts.
There will be no CE for this webinar
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With an emphasis on international taxation and estate planning, Paul D’Alessandro advises clients on matters such as federal income and transfer taxation of nonresident alien individuals, entity classification, pre-immigration issues, inbound and outbound tax planning, and the restructuring and disposition of U.S. real property holdings. He also provides practical analysis regarding federal income, gift, and estate tax consequences.
While attending the University of Florida Levin College of Law, Paul was a member of the Florida Law Review and earned three Book Awards in Property, Electronic Discovery, and Income Taxation of Estates & Trusts. He went on to obtain an LL.M. in Taxation from New York University School of Law.