Webinars

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Using Foreign Nongrantor Trusts for Estate Planning Foreign "offshore" trusts are often marketed to Americans for estate planning and asset protection purposes. This webinar is not about that. This webinar is about how non-US persons with US heirs can use foreign trusts to shield their assets from the US tax system, even after they pass away.

You see, the US is country of immigrants, meaning that many people move to the US from other countries. These people typically leave family, such as parents and grandparents, back in their country of origin.

What happens if the US person's foreign parent or grandparent dies and leaves them an inheritance? I'll tell you. The good news, the US doesn't tax inheritances from foreigners. The bad news, once owned by the US person, income from the inherited assets will be taxed by the US and subject to US estate tax when they die. This outcome is especially troubling if the estate from the foreign person is substantial.

There is a solution to this problem! A properly structured foreign trust can shield the inheritance and its associated income from US taxation! We'll explain how in this webinar.

Got questions? We got answers! Stay tuned until the end of our webinar, there'll be a Q&A session.

A recording of this webinar will be posted on our YouTube channel (youtube.com/esquiregroup)
Sep 25, 201810:00 PDT1 hour
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The Hidden Dangers of Public Beneficial Owner Registries We live in the age of transparency, which brings with it new and unique challenges, especially when it comes to privacy.

Over the past several years there have been the Panama Papers, the Paradis Papers, and LuxLeaks. And, governments demonized those whose names appeared in the leaks. The thing is, the vast majority of those "exposed" in the leaks did nothing wrong or illegal. Nonetheless, governments are using these leaks in their propaganda in support of more transparency. Enter Public Beneficial Owner registers, which are quickly being implemented worldwide.

I am all for complying with the law and doing things legally, and would never advise a client otherwise. That said, pubic registries pose a grave security risk to high-net worth individuals and can impede business' competitiveness.

In this webinar we will discuss some of the risks public registries pose to high-net worth individuals and businesses, who will be reported in the registries, and strategies to maintain your privacy.

Got questions? We got answers! Stay tuned until the end of our webinar, there'll be a Q&A session.

A recording of this webinar will be posted on our YouTube channel (youtube.com/esquiregroup)
Oct 9, 201810:00 PDT1 hour
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Foreign Financial Institution FATCA Reporting Obligations In this webinar we will discuss the FATCA reporting requirements of foreign trusts, hedge funds, trust companies, investment companies, and the like.

FATCA has become a way of life for most foreign banks and large FFIs. In fact, they have entire departments dedicated to ensuring their continued FATCA compliance. But what about foreign trusts, hedge funds, trust companies, investment companies, and the like that don't have FATCA compliance departments? Unfortunately, they are often left in the dark because they don't understand or even know what their FATCA reporting obligations are.

In this webinar we will not only explain the FATCA reporting obligations of these entity types, but explain what you should do in the event you aren't FATCA compliant.

Got questions? We got answers! Stay tuned until the end of our webinar, there'll be a Q&A session.

A recording of this webinar will be posted on our YouTube channel (youtube.com/esquiregroup)
Oct 23, 201810:00 PDT1 hour
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Expatriation Planning - Getting Out without Getting Killed with Taxes Thinking about expatriating? Worried about the tax implications?

In this webinar we will explain what expatriation is, how you do it, its tax implications, and share planning techniques to minimize the tax consequences of expatriation.

Got questions? We got answers! Stay tuned until the end of our webinar, there'll be a Q&A session.

A recording of this webinar will be posted on our YouTube channel (youtube.com/esquiregroup)
Nov 5, 201810:00 PST1 hour
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