In the News

1/2019

US Reporting Checklist for Foreign Trusts

  • picture of Jennie Cherry
    Jennie Cherry
  • picture of George N. Harris, Jr.
    George N. Harris, Jr.

Trusts classified as foreign for US tax purposes, whether established under the law of a US state or of an offshore jurisdiction, must review whether they have any US tax or information reporting filings to make in 2019 with regard to income earned and distributions made in 2018. This article provides trust officers and family advisers with a summary checklist. January 3, 2019. Download

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