SPEAKING ENGAGEMENT

PLI's International Estate & Tax Planning 2017

New York, New York

May 22, 2017

Event details

May 22, 2017

This event is in the past. See recordings and other materials from this event below.

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