Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Tuesday, April 29, 2008

Trusts CLE -- Domestic and International

FeiOn May 22-23, 2008, Financial Events International is sponsoring a seminar entitled Advanced Planning: Domestic and International Trusts in New York.

Here is a description of the program:

Our conference will deal with trusts and estate planning for both U.S. clients with foreign connections and foreign clients with U.S. connections and discuss thoroughly Tax and reporting rules relating to foreign trusts, their regulation and their implementing. This event will also facilitate networking among international and U.S. delegates

This is an ideal event for lawyers, private bankers, wealth managers and trust company representatives from across the U.S., Canada, Latin America, the Caribbean and other international jurisdictions worldwide.

Speakers and presenters will include a broad mix of international experts that will guide you through the key legal, regulatory and taxation issues of getting up and managing domestic and international trusts.

Specific topics for this discussion include:

  • Cross Border Estate Planning (with a sample case)
  • Asset Protection
  • Trust Administration- Jurisdiction Comparisons
  • Trust Protector Issues: The Use of Trust Protectors in International and U.S. Trusts
  • Private Trust Companies- Their Proliferation and Uses
  • 2005 Bankruptcy Code Analysis- Impact on U.S. Assets and U.S. Trusts
  • Integration of Trusts and Family Offices
  • Life Insurance, Including Domestic and International PPVUL, An Increasingly common Trust Asset
  • Foreign and Domestic Foundations- Uses, Integration, Application
  • Case Study: Family Office Caliber Planning for Multi-National Families
    Dealing with Institutional Trustees
  • OECD/FATF Updates and Impact on Trust Planning
  • Swiss Trusts- Taxation
  • Delaware Trusts – the latest
  • Outsourcing Your Private Trust Companies- A New Kind of Trustee


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