What's driving clients to move their trusts to the U.S.?

Dear Voornaam,

What is really driving the current trend of domesticating non-US trusts? What are the best asset protection opportunities for your client onshore and offshore? Do you know how to successfully employ PPLI as a cross-border tool?

Sit down with senior private client experts from across the U.S. at U.S. Trusts and Estate Planning 2019; get to grips with the latest challenges and opportunities surrounding the establishment and management of trusts in the U.S; optimize your strategies for asset protection, tax efficiency and wealth preservation; seize the latest value-adding methods for your clients in the U.S. and abroad.

We are pleased to be able to offer an exclusive 30% discount off the delegate fee to our readers. To get the discount, please quote VIP code FKW53982WM when registering.

You can save an additional $200 on the conference pass when you book by Friday 18 October.

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WHO WILL YOU MEET?

MAKE TOP CONNECTIONS AND
LEARN FROM THE EXPERTS:

Joseph Kellogg
Partner, Wealth Planning Executive
WE Family Offices

Susan Lipp
Editor-in-Chief
Trusts & Estates

David Warren
Co-Founder and Chairman of the Board
Bridgeford Trust Co

Katharine Davidson
Partner, Chair of International Private Client Practice
Henderson, Caverly & Pum LLP

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GET AHEAD WITH KEY LEGAL AND
REGULATORY INSIGHT

Moving trusts to the US; Practical challenges and opportunities

•   What is driving the current trend of domesticating non-US trusts?
•   Implementation of the Common Reporting Standard (CRS); privacy afforded in
the US
•   Practical challenges of settling trusts from abroad

Key developments
in fiduciary litigation

•   Latest cases; practical implications and lessons learned
•   Handling litigation with asset protection trusts
•   Unblurring fiduciary lines; confusion around true fiduciary standards
•   International trust litigation; developments and key takeaways

Asset Protection trusts; Opportunities
onshore vs
offshore

•   Asset protection hot spots; opportunities onshore vs offshore
•   Inter-state competition; which are the best states for asset protection and why?
•   Hybrid domestic asset protection trusts; strategy, impact
•   Tax consequences of asset protection trusts

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Take advantage of a 30% discount, exclusively available for our readers

EARLY BIRD RATES NOW AVAILABLE
Save $200 on tickets when you book by Friday 18 October

There are three easy ways to register:
Online // email: finance.registrations@knect365.com // phone: +44(0)20 3377 3279

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SHOWCASE YOUR EXPERTISE TO KEY INDUSTRY PLAYERS

Demonstrate your firm's competitive edge and expand your visibility to an audience of senior decision-makers establishing and managing trusts across the U.S.

Get in touch with Hannah McGeachy to find out how you can get involved.

Moving trusts to the US; Practical challenges and opportunities

Key developments in fiduciary litigation

Asset Protection trusts; Opportunities onshore vs offshore

#USTRUSTS&ESTATES

Key developments
in fiduciary litigation

Asset Protection trusts; Opportunities
onshore vs
offshore