Structuring Offshore Asset Protection Trusts: What the Sophisticated Advisor Needs to Know : Part 2 :::Click Here for info on the Part 1 and Part 2 BUNDLE PACKAGE
Gopman/D’Alessandro: Part II: Foreign (and Domestic) Trusts: Tax Issues and the Impacts of the 2017 Tax Cuts & Jobs Act
In Part II of their exclusive LISI webinar, Jonathan Gopman and Paul D’Alessandro will provide planners with a comprehensive review of the tax and compliance obligations applicable to offshore asset protection trusts, along with the impact of the 2017 Tax Cuts & Jobs Act (the “TCJA”) on the use of asset protection trusts, both domestic and foreign. They will discuss the tax issues with foreign asset protection trusts, including the classification of a trust as domestic or foreign, grantor or nongrantor, and the income tax consequences that flow therefrom. Additionally, they will discuss the information reporting obligations that pertain to foreign trusts, including new compliance campaigns recently released by the IRS concerning foreign trust reporting. The discussion will also include a review of the changes made by the TCJA and how those changes affect the use of domestic and foreign trusts. Topics will include some of the new international provisions of the TCJA (such as GILTI) as well as other income, gift, and estate tax provisions affecting US taxpayers (including section 199A) and some strategies that might be considered in light of tax reform.
Join Jonathan and Paul for Part II of their webinar where they will discuss:
· The tax treatment of foreign trusts
· Compliance issues applicable to offshore asset protection trusts
· An overview of the new provisions of the Tax Cuts and Jobs Act that will affect foreign trusts (e.g., GILTI)
· Other provisions of the Tax Cuts and Jobs Act affecting trust planning (including the new 199A proposed regulations)
· Planning techniques in light of tax reform (DINGs and the SALT deduction, 1202, etc.)
There will be no CE for this webinar
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With an emphasis on international taxation and estate planning, Paul D’Alesandro 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.