How are U.S. Beneficiaries of Foreign Trusts Taxed?

When it comes to US tax obligations on a foreign trust, there are many things to take into consideration for US beneficiaries. Some examples include what and when taxation comes into play, what benefits can be taken advantage of and the things to be concerned about. Through understanding and strategic advice, the solutions at hand can prove to be a massive benefit in not only current asset protection, but for future beneficiaries as well!

00:00 Intro
00:23 Subscribe to channel
00:25 Disclaimer
00:46 Typical Scenario
02:56 Benefits
06:31 “No Transfer Tax” Graphic
08:15 Danger
11:27 Danger (if company own PIFC)
13:38 Solutions
15:48 Contact Info

Jimmy Sexton, LL.M. is the Founder & CEO of Esquire Group. He founded Esquire Group with the objective of helping and inspiring wealthy families, investors, entrepreneurs, and high-level executives obtain and gain control over and protect their wealth, via strategic wealth planning. Jimmy started his career in 2003 and continues to service an elite group of clients. In 2005 he extended services to include tax preparation, which has evolved into Esquire Group’s exclusive Concierge Tax Service. This service is offered to a limited number of clients.

Submit a request here to see if we currently have openings for new clients:
https://esquiregroup.com/

Esquire Group is not your typical international tax and wealth advisory firm; we are international business people and global citizens that strive to continue finding ways to provide value to our clients and enhance their lives, giving them peace of mind.


Make sure to subscribe to stay up to date on our latest videos    / @esquiregroup  

Visit our website to schedule a call with a member of our team: https://esquiregroup.com/contact-us/

Follow us on the socials!
Twitter ----   / esquiregrouptax  
LinkedIn ----   / esquiregroup  
Facebook ----   / esquiregrouptax  
Instagram -----   / esquiregroup