Offshore Tax Boot Camp
Feb, 2003 - Las Vegas


    Tax Rules for 
    Grantors and Beneficiaries
    of Offshore Trusts

    by Richard Duke


  • The Legal Concept of Trusts
  • Foreign vs. Domestic Trusts
  • Valid and Legal Foreign Trusts
  • Self Settled, Spendthrift Trusts Onshore and Offshore 
  • Attacks on Offshore Trusts
  • Implementing an Offshore Trust
  • Operating an Offshore Trust
  • Use of an International Business Company with an Offshore Trust
  • Uses of Offshore Trusts
  • Problems with Using Foreign Trusts as Irrevocable Life Insurance Trusts 
  • U.S. Tax Return Compliance for "Grantor" Offshore Trusts
  • Tax Obligations for U.S. Beneficiaries of Non-Grantor Foreign Trusts 
  • Estate Tax Issues For Grantors and Beneficiaries of Foreign Trusts 
  • Methods of Establishing a "Non-Grantor" Foreign Trust 
  • Weapons Against Advisors Giving Fraudulent and Improper Advice
  • Funding an Offshore Trust in Compliance with Money Laundering Statutes 
  • Most Favored Offshore Trust Jurisdictions 


Tax Rules for International E-Commerce

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