Most wealthy U.S. families still choose individuals rather than trust companies to serve as trustee, even for complex trusts holding very substantial assets and even though a family who can…
The Taxpayer Relief Act 1997 and the Economic Growth and Tax Relief Reconciliation Act 2001 mandated changes to US transfer taxes over a period of years. June 24, 2004. Download…
An introduction to U.S. advice for non-residents and non-citizens about international estate planning eleven key topics or what I really need to know I learned in the 3rd grade. June…
A call to rewrite the Uniform Trust Code so that it still prevents fraud and abuse—but protects confidentiality, privacy and discretion. March 2004. Download…
An individual who is not resident in the United States and not a citizen of the United States (a ‘non-resident alien’ (NRA)), but who is intending to immigrate to the…
Rashad Wareh presents “Taking the Foreign Out of Foreign Trusts” to the Fiduciary Income Tax Committee of the ABA Tax Section, ABA Mid-Year Meeting in Orlando, FL…
Let There Be Light: Its about time trust documents were written in plain English. January 2004. Download…
During the late 1990s, U.S. tax law became increasingly hostile to off-shore trusts that benefit U.S. taxpayers. Tax compliance and planning became much more difficult for non-grantor trusts—and new rules…
Several noteworthy tax-related developments have recently taken effect in the United States. October 2, 2003. Download…
Analyzing a wealth-transfer plan should be a lot more like calculating the risk/return on investments. October 2003. Download…
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