Attention, prudence! US trusts with french beneficiaries. 11 March 2021

Host group
Host Left
Hosted by
STEP New England
Event Type
Web Event

Presented by: Marine Pelletier-Capes of Vivien & Associés

Presentation: We have heard that US trusts with French beneficiaries can have negative tax and reporting requirements. In this webinar, Avocat Marine Pelletier-Capes will explain how trusts are perceived in France, and will walk us through the tax and reporting requirements enacted in France’s 2011 Amended Finance Law. We will learn about the implications for revocable and irrevocable trusts with French beneficiaries, trustees, and grantors so we can avoid issues when planning. Marine will also discuss the reporting for long-existing trusts, and how to come into compliance. 

About the Speaker: Marine Pelletier-Capes is a member of the IACF (Institut des Avocats Conseils Fiscaux) and a regular speaker at HEC Paris Grande Ecole’s master programs (general education in taxation) as well as French or international seminars focusing on private clients taxation.

Non Member Payments: Guest payments of $25 USD can be made by check payable to STEP Boston and sent c/o Rebecca Tunney, Goulston & Storrs,400 Atlantic Avenue Boston MA 02110, or by PayPal to [email protected]

RSVPs and Questions: Cara Chiaramonte, STEP Boston Branch Administrator, Bove & Langa, P.C., 617-720-6040, [email protected] 

Cost group
Event Cost
US Dollars
New Policy: Non-STEP Members
STEP Members - Free
12:00 - 13:00 EST
Cara Chiaramonte
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