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Time for Non-US Trustee Companies and Their Trusts to Prepare for FATCA

  • picture of Jennie Cherry
    Jennie Cherry
  • picture of George N. Harris, Jr.
    George N. Harris, Jr.
  • picture of Stephen K. Vetter
    Stephen K. Vetter

It is time for advisers to international families to assess the classifications of the family office, trust company, trusts and holding companies within the family’s succession planning structures under the Foreign Account Tax Compliance Act (FATCA) and any relevant intergovernmental agreements, regardless of whether such entities currently have US owners, beneficiaries or investments. July 18, 2013. Download