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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Tag Archives for: "foreign trust"
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 What is Tax Treatment of Trust with Non-U.S.-Based Trustees?
0
By Harry Margolis
In Non-US Citizens
Posted June 12, 2024

What is Tax Treatment of Trust with Non-U.S.-Based Trustees?

Question: My sister who lived in the Massachusetts has passed away. In her will, she asked that my other sister and me to manage a trust fund until her daughters reach 30. My other sister and I [...]

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 How Do Can a Foreign Trust be Changed to a Domestic Trust?
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By Harry Margolis
In Non-US Citizens
Posted June 29, 2023

How Do Can a Foreign Trust be Changed to a Domestic Trust?

Question: Can a foreign family trust be switched to a domestic trust at a later date the trustee or co-trustees became US citizens? Response: This is outside my area of expertise, so I consulted [...]

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 When Does a Trust Become a Foreign Trust for Tax Purposes?
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By Harry Margolis
In Irrevocable Trusts, Non-US Citizens
Posted February 14, 2023

When Does a Trust Become a Foreign Trust for Tax Purposes?

Question: At what stage is a trust is treated as a foreign trust? If the trust has a non U.S person trustee, would it be deemed to be a foreign trust. But at what stage does it become a foreign [...]

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Wondering if a trust makes sense for you?

This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book
(An Amazon Prime Reading selection)

Read Sample Chapters

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