In the News

9/2020

UK-US Tax Planning: Trusts, Residential Real Estate, and Real Estate Investment Planning

  • picture of Severiano E. Ortiz
    Severiano E. Ortiz

Discusses the complexities of UK-US tax planning while considering the application of income, gift, and estate tax regimes on various structures. Topics include: Advising trustees of offshore trusts – with a beneficiary in US v beneficiary in UK, including UK issues that can arise from US-focused trust planning. Residential real estate ownership and estate tax – owner occupied v let – US v UK treatment. Real estate investment planning – structuring investments in the US and UK. Society of Trust & Estate Practitioners (STEP) Mid-Atlantic & UK Tax Planning Webinar. September 29, 2020.

Presentations