PLI’s International Estate & Tax Planning 2017


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

Munich, Germany / McDermott Event / November 28, 2019

McDermott Private Client Forum

New York, NY / McDermott Event / November 21, 2019

2019 Private Client East Coast Forum - New York

Chicago, Illinois / Speaking Engagements / November 14, 2019

Planning for the Modern Family Office – What, When, Why, How

Washington, DC / Speaking Engagements / November 14-15 2019

International Trust and Estate Planning 2019

Santa Clara, CA / Speaking Engagements / October 17, 2019

15th Annual Jerry A. Kasner Estate Planning Symposium

Los Angeles, California / Speaking Engagements / October 10, 2019

Business Owners and Estate Planning: