Global high net worth investors with worldwide investment portfolios (held in multiple jurisdictions via a variety of entities) may pre-U.S. immigration exempt these assets from U.S. estate and gift tax by the pre-immigration transfer of the assets to an irrevocable offshore trust.
Agenda
Faculty
Gary S. Wolfe
The Wolfe Law Group
Our author, Gary S. Wolfe, has more than 34 years of experience, specializing in IRS Tax Audits and International Tax Planning/Tax Compliance, and International Asset Protection.
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