Special Bundle of 2 Webinars:

Jonathan Gopman and Paul D'Alesandro: Parts 1 and 2: Structuring Offshore Asset Protection Trusts: What the Sophisticated Advisor Needs to Know


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Structuring Offshore Asset Protection Trusts: What the Sophisticated Advisor Needs to Know : Part 1 ::Click Here for info on the Part 1 and Part 2 BUNDLE PACKAGE

CLICK HERE FOR PART 2 Thursday 3PM ET 9/27




Recording and Slides are Available Here.



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

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $229 for this bundle of 2 webinars.

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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




Recording and Slides are Available Here.



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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