Moving Wealth To U.S. Relatives
An increasing number of Nonresident Aliens want help transferring wealth to their U.S. resident family members. Some alternative structures are better when the NRA does not intend to migrate to the U.S. Others are better for pre-immigration planning. This is important knowledge for those with a growing international practice.
- Importance and difficulty of establishing non-U.S. accounts for U.S. trusts.
- Use of irrevocable grantor and complex trusts, LLCs and other entities, e.g., "blocker" corporations.
- Form 3520 and other reporting obligations.
Learn how to guide clients with Non-U.S. relatives on the most efficient alternative ways to move wealth to the U.S.
CPAs and financial professionals.
Registration for this course has passed.
Applicable if you are a HSCPA member in good standing.
Applicable if you are not a HSCPA member.