Dmitriy Stepanov, Merrill Lynch

EPC of Naples Annual Meeting and Speaker Meeting with Gary Forster

Date: Wednesday, November 29, 2023
Time: 11:30am - 1:30pm
Location: Imperial Golf Club
Speaker: Gary Forster

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Foreign Asset Protection and Tax Planning

In this seminar, we discuss protective offshore structures and related tax strategies.  Attendees will learn how best to establish and fund foreign trusts and business entities while maintaining U.S. tax efficiency.  The advantages of offshore vs. domestic trust planning will also be discussed.  Topics will include choosing jurisdictions, choice of governing law, expatriation, and pre-immigration planning.

 

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