We Talk Trusts

By: CISA Trust Company
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  • Summary

  • We Talk Trusts is your go-to podcast for diving deep into the realms of trust management, tax strategies, FATCA & CRS compliance, estate planning, and corporate finance. Each episode features industry leaders and experts sharing their insights on wealth preservation, efficient tax planning, and effective company management. Whether you're a seasoned professional or just starting to navigate the complexities of financial planning, join us to enhance your understanding and stay ahead in managing your assets wisely.
    CISA Trust Company 2024
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Episodes
  • S1E1: Navigating the Complexities of Foreign Grantor Trusts

    S1E1: Navigating the Complexities of Foreign Grantor Trusts
    May 1 2024

    Join us for a deep dive into the world of Foreign Grantor Trusts (FGTs) and their impact on U.S. Federal income tax, featuring guest speaker Jay Rubinstein, a seasoned U.S. Tax Lawyer from the society Whithers. In this episode, we explore the conditions that classify a trust as foreign, and how this classification affects the tax obligations of the Grantor and U.S. beneficiaries, particularly concerning distributions and estate taxes. We'll discuss the essential clauses typical in FGTs, the significant tax consequences post-Grantor's death, and strategies to manage adverse tax effects, including the implications of the CFC rules following the 2017 tax reform. We'll also cover the long-term implications for estate, gift, and generation-skipping taxes. This comprehensive overview aims to provide listeners with a clear understanding of FGTs in U.S. taxation.
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    23 mins

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