The US Income tax implications of itinerant trustees and beneficiaries. 16 February 2023

Host group
Host Left
Hosted by
STEP Miami
Event Type
Meeting/Seminar
Date
Venue

Bilzin Sumberg
1450 Brickell Avenue
23rd Floor
Miami, FL 33131
United States of America

STEP Miami is delighted to welcome Arianne Plasencia of McDermott, Will and Emery to lead the discussion for our first lunch & learn of 2023.

Wealthy families have become much more mobile in the last few years, accelerated by the displacements and movements in response to COVID. For wealthy families with trusts as their primary wealth management vehicles, this can pose significant tax and FATCA/CRS reporting issues if family members who are trustees or beneficiaries of such trusts move to different jurisdictions. Guest speaker Arianne Plasencia will highlight these issues and examine the U.S. federal and state income tax consequences which arise from such changes in residency and domicile.

 

Cost group
Event Cost
STEP Members - Free
US Dollars
45.00
Non-Members
Contact
STEP Miami
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