Foreign Trusts

Planning to minimize taxes

We live in an increasingly integrated global society, consequently, family members sometimes live in different countries and trusts are formed for succession planning, estate tax purposes, philanthropic and asset protection. Planning to minimize taxes associated with foreign trusts, including annual compliance requirements are extremely important. Penalties are substantial for failure to comply with the numerous laws and regulations.

Special elections to minimize

Brody & Associates’ Foreign Trust Group provides tremendous value with our wealth of knowledge; whereby, we will guide you along the way.

Through a seamless integration with our International Tax Group, and your international attorney, we will assist to implement your overall plan, including pre-immigration tax considerations, withholding requirements and file special elections to minimize U.S. income tax exposure.