Embassy Suites Hotel Ft Myers
10450 Corkscrew Commons Drive
Estero, FL 33928
For more information, please contact the FICPA.
University of Florida
Levin College of Law
Holland Hall, Room 285
309 Village Drive
Gainesville, FL 32611
Learn about the U.S. tax impact of creating, funding, and dividing a foreign trust by a non-resident alien. Issues discussed include the treatment of foreign and U.S. trust assets and the tax impact on initial (and later changes to) grantor, trustee, and beneficiary status. Planning strategies include the timing of foreign gifts and the avoidance of the U.S. estate and gift tax.
Sarasota Yacht Club
1100 John Ringling Blvd
Sarasota, FL 34236
For more information, please contact the FICPA Gulf Coast Chapter
Learn about the U.S. tax impact of creating, funding, and dividing a foreign trust by a U.S. citizen or resident. Issues discussed include the tax impact of a change in status of the grantor, trustee, or beneficiaries. Planning strategies presented include gift and estate tax avoidance as well as avoiding the deemed sale of trust assets.
What is Asset Protection
The concept of and strategies for guarding one's wealth. Asset protection planning implements strategies to limit one's assets from creditor claims. Individuals and business entities use asset protection techniques to limit creditors' access to certain valuable assets, while operating within the bounds of debtor-creditor law.
What Services Do We Offer
Whether your needs are limited to a protective LLC or you require foreign trusts or corporate structures, we will evaluate your particular situation and implement the appropriate plan. Our firm also analyzes potential exposure to individuals and businesses and provides strategies to insulate vulnerable assets. Gary’s book on asset protection, now in its second edition, is sold internationally as a resource to clients and their financial advisors.
Whom Do We Provide Services To
We cater to the professional, entrepreneur and investor seeking customized domestic and international asset protection strategies.
Preview Gary’s Book, Asset Protection for Professionals, Entrepreneurs & Investors.