Friday, 20 October 2023 00:00
Gary explains how to best choose and implement the use of LLCs in protective structuring in his seminar, "Structuring and Funding the LLC: Advanced Asset Protection Strategies" for the National Business Institute.
Structuring and Funding the LLC: Advanced Asset Protection Strategies
In this seminar, we explore advanced asset protection strategies, including the protective aspects of LLCs and how to best combine the LLC with domestic and offshore asset protection trusts. We cover legal cases, domestic vs. foreign options, and the keys to effectiveness. This seminar is ideal for financial and legal professionals.
Friday, October 20th @ 11 AM ET
Visit the National Business Institute website for more information.
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Monday, 25 September 2023 00:00
Gary explores partnership tax considerations for family structures, asset protection, jurisdiction choices, and trust strategies in his seminar, "Family Limited Partnerships in Estate Planning Program" for the National Business Institute.
Family Limited Partnerships in Estate Planning Program
In this seminar, we explore a wide range of topics raised by the family investment structure. Included in the discussion will be estate and gift tax strategies, distribution and basis issues and how to best protect partnership assets for generations. Attendees will gain insight into selecting the right jurisdiction and how to blend partnership and trust strategies (foreign and domestic). Discussion includes nuances like partnership tax classification and "S" status for family businesses.
Monday, September 25th @ 2 PM ET
Visit the National Business Institute website for more information.
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Wednesday, 12 July 2023 00:00
Gary discusses asset protection trusts and LLCs, exploring domestic and offshore options, advantages, disadvantages, and tax strategies in his seminar, "Global and Domestic Asset Protection Options: A Worldwide Comparison" via Live National Webinar.
Global and Domestic Asset Protection Options: A Worldwide Comparison
In this seminar, we present an overview of asset protection trusts and LLCs, offered domestically and offshore. Discussion will include advantages of foreign statutes and case law over similar domestic asset protection tools (and vice versa). Tax strategies will also be discussed.
Wednesday, July 12th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Wednesday, July 12th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Domestic Asset Protection Trusts (DAPTs)
In this seminar, we discuss trusts designed to protect assets from creditors while allowing individuals to maintain some level of control over trust asset. We explain the various types of trusts, and the differences between them. We discuss the increasing popularity of DAPTs and provide an overview of the factors to consider when forming one. Lastly, we provide examples of notable cases related to DAPTs, and compare DAPTs with Foreign Asset Protection Trusts.
Friday, May 19th @ 2:45 PM ET
Visit the National Business Institute website for more information.
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Thursday, 14 July 2022 00:00
Gary and Brian discuss the advantages of foreign and domestic trusts, in their seminar "Foreign or Domestic: Which Asset Protection Trust Is Right For You?" via Live National Webinar
Foreign or Domestic: Which Asset Protection Trust Is Right For You?
In this seminar, we present an overview of asset protection trusts, including their protective characteristics and taxation under U.S. law. Attendees will learn the pros and cons of domestic vs. offshore trust planning. The discussion will include how to best implement the unique advantages of both foreign and domestic law.
Thursday, July 14th @ 12 Noon ET
Register for this (no cost) live seminar.
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Wednesday, 25 May 2022 00:00
Brian and Gary discuss Non-Resident / Non-Citizen (NRNC) issues associated with U.S. real estate investment in their latest seminar, "Restructuring Real Estate Investment for the NRNC" via Live Webinar
Restructuring Real Estate Investment for the NRNC
In this seminar, we discuss the tax traps and solutions associated with U.S. real estate investment by NRNCs. Topics include foreign trusts, inversions, and strategic gifting.
Wednesday, May 25th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Tuesday, 09 November 2021 00:00
Gary and Brian present at the Probate & Pumpernickel where they will discuss legislative trends pertaining to asset protection and tax mitigation in their seminar, "Corporate and Individual Structuring with LLCs and Trusts"
Corporate and Individual Structuring with LLCs and Trusts
In this seminar, we provide insight into the latest judicial guidance and legislative trends pertaining to asset protection and tax mitigation. Attendees will learn the latest strategies for entity formation, choosing jurisdictions, and choice of governing law.
Tuesday, Nov. 9th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Thursday, 14 October 2021 00:00
Gary and Brian explain how to fortify protective structures by integrating protections available in their latest seminar, "Integrated Asset Protection: Using LLCs, Trusts, Exempt Assets, and Titling" via Live National Webinar
Integrated Asset Protection: Using LLCs, Trusts, Exempt Assets, and Titling
In this seminar, we reveal how protections available through LLCs, trusts, titling and statutory exemptions may be combined to fortify protective structures. Tax efficient strategies to integrate these techniques are also discussed.
Thursday, October 14th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Thursday, 28 January 2021 00:00
Gary and Brian present with Swiss-based Registered Investment Advisors, Nick Frick and Sabina Weber Sauser from UBP Investment Advisors, their seminar, "Foreign Trust Tax Compliance and Diversification from the U.S. Dollar" via Live National Webinar
Foreign Trust Tax Compliance and Diversification from the U.S. Dollar
This seminar provides an overview of federal compliance rules regarding the administration of foreign trusts, foreign accounts owned by both domestic and foreign trusts, and required filings under the Internal Revenue Code, Financial Crimes Enforcement Network (FinCEN), and Foreign Account Tax Compliance Act (FATCA). Attendees will learn about the advantages provided by a Swiss-based RIA and international diversification from the U.S. dollar. Focused investment strategies and current trends in international wealth planning are also provided.
Thursday, January 28th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Tuesday, 10 November 2020 00:00
Gary and Brian examine different jurisdictional options and federal taxation pertaining to U.S. resident and non-resident grantors, trustees, and beneficiaries in their seminar, "Foreign Asset Protection Trusts" via Live National Webinar
Foreign Asset Protection Trusts
In this seminar, we present an overview of foreign asset protection trusts, examination of different jurisdictional options, and federal taxation for U.S. resident and non-resident grantors, trustees, and beneficiaries, and related compliance issues.
Tuesday, November 10th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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