Invest Offshore

Tag: Trust law

  • Exploring Land Trusts: How They Work, Types, and Real-World Examples

    Exploring Land Trusts: How They Work, Types, and Real-World Examples

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    Aaron
    in

    Land trusts are a valuable tool in the world of conservation, real estate, and community development. These organizations play a crucial role in protecting natural landscapes, preserving open spaces, and ensuring affordable housing. In this blog post, we’ll delve into a concept of asset protection, how it works, the different types, and provide some real-world…

  • South Dakota Trust Law for Asset Protection

    South Dakota Trust Law for Asset Protection

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    Aaron
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    A South Dakota Trust is a powerful tool that helps to plan for death, reduce taxes, and manage assets. You will need a legal professional to help you navigate all the applicable trust laws and legal frameworks. But the financial benefits and asset protection it provides you and your family are usually worth the legal…

  • New Tax system is hostile to Trusts

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    Aaron
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    The tax system is generally hostile to foreign trusts. The hostility is understandable– trusts interfere with the government’s ability to impose or collect tax. As a result, the laws are slanted against foreign trusts. Income is taxed punitively. The right paperwork must be prepared “just so” and filed on time, or massive penalties can result.…

  • How To Survive The Largest Generational Wealth Transfer In Human History

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    Aaron
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    A Family-Wealth Guru Offers 4 Insights For Choosing (Or Agreeing To Be) A Trustee The greatest transfer of wealth in history is happening right now, according to a study from the Boston College Center on Wealth and Philanthropy. A staggering amount – $59 trillion – is projected to be passed down to heirs, charities and taxes…

  • Offshore Succession Planning for American’s

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    Aaron
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    Issue: ”Sovereign Trust – new short form trust structures which present a cost effective succession planning tool with which to hold investments” Faults: Sovereign Trust – succession planning tool U.S. Tax System is Hostile to Offshore Trusts The U.S. tax system is generally hostile to foreign trusts if there is a U.S. taxpayer involved. The…

  • Why Family Feuds Erupt After The Will Is Read

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    Aaron
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    Sibling Rivalries And Old Grudges Can Surface When Money Is On The Line, Family Wealth Guru Says The recently deceased don’t always ingratiate themselves with their survivors when it comes time to read the will. “People want to control things from the grave, not just throw a bunch of money in a beneficiary’s lap,” says…

  • Regulated, Registered, Recognized Foreign Retirement Plan

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    Aaron
    in

    NQDC-vs-402(b) – aka RAPS An alternative to the US Tax Regulations that require NQDC plans (nonqualified deferred compensation plans) to be not formally funded ( The Total Return Swap Hedge requires 25 million annual contributions.) The Alternative to Unfunded, Unhedged, or informally funded NQDC Plans: We have a number of 402(b) Foreign Retirement Plan proposals…

  • Offshore Asset Protection for Brazilians

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    Aaron
    in

    Brazilian Personal Taxation in Brief Under the Brazilian personal tax system, residents are taxed on their worldwide income, which includes interests and dividends from foreign sources. An individual is considered Brazilian resident for tax purposes if he remains in the country for 183 days, consecutive or not, during the course of a calendar year. Those…

  • What a Trust Can Do

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    Aaron
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    A trust may be created for any purpose that is not illegal or void as against public policy. A trust can hold title to and invest in real estate, cash, stocks, bonds, negotiable instruments and personal property. Trusts can provide care for minor children or the elderly; or pay medical, educational or other expenses. A…