It’s a question I get asked nearly every day. The answer depends on your relationship with America. If you are a US citizen, green card holder, or resident alien… the answer is NO. Foreign trusts, foundations, and companies will generally NOT provide significant (if any) tax savings. US taxes do NOT work like you see […]

They say death and taxes are the only certainties in life. But under the right circumstances, a custom trust or foundation can negate one. It’s unsettling but planning for your own death won’t make it come any quicker. In my experience, most clients actually feel great relief after their trust or foundation is formed and […]

Not long ago, it was rather easy to use Special Purpose Vehicles (SPVs) and other arrangements to facilitate international transactions and obtain the desired tax outcome.  But times have changed.  The Economic Organization for Cooperation and Development (OECD) has achieved significant influence over the international tax system. They’ve convinced almost 100 countries to sign on […]

Funding a trust or foundation can be scary. A primary concern often being, “how do I get money out so I can live as I desire?” It’s an understandable question and a critically important matter to get right.  A trust or foundation must be properly structured to achieve the asset protection and tax benefits you […]

A common concern for those looking to set up a trust or foundation is who will control it after their death. Poor planning can lead to trust or foundation assets being managed or distributed against the settler’s wishes. Thankfully, there’s a lot of flexibility in planning who will control your trust or foundation after your […]