PLI’s International Estate & Tax Planning 2017

Overview


Michael Rosen-Prinz will present “Foreign Trust Tax Planning: The Difficult Questions” at the PLI’s International Estate & Tax Planning 2017 program. He will discuss the practical strategies dealing with:

  • Throwback tax
  • Double taxation due to application of more than one country’s rules: mismatched timing of income or transfer tax, inconsistent definition of taxpayer, inconsistent sourcing rules, imperfect tax credit rules
  • Use and misuse of foreign corporations
  • Income shifting
  • Mobility, planning for immigration and emigration of settlors and/or beneficiaries and changes in the residency of trustees
  • Decanting and migration
  • Potpourri of common and not-so-common problematic scenarios facing trustees
  • Insurance considerations

Dig Deeper

Chicago, IL / McDermott Event / September 18 - 19, 2019

2019 Trust & Estate Controversy Forum

Webinar / Speaking Engagements / July 23, 2019

Individual International Income Taxation and Compliance Post-TCJA

Chicago, Illinois / Speaking Engagements / June 17 - 21, 2019

Estate Planning in Depth 2019

Tel Aviv, Israel / Speaking Engagements / June 18-19, 2019

Annual Conference of STEP Israel

Tel Aviv, Israel / Speaking Engagements / June 17, 2019

Private Clients and Non-Israeli Trusts in Israel