STEP Los Angeles Fall Advanced Level Half Day Conference

Overview


Michael Rosen-Prinz will present “Compliance and Planning Conundrums Involving Foreign Trusts and PFICs” at the STEP Los Angeles Advanced Conference.

Topics will include:

  • Treatment of accumulation distribution to US residents
  • Interaction of PFIC inclusions and trust distributions to US residents
  • Avoiding retained interests of foreign settlors under IRC §2104(b)
  • Maintaining grantor trust status beyond date of death of settlor
  • Characterizing and reporting of civil law foundations and other foreign trust-like structures

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