Your Other Questions

  1. Trusting the Trustee - Q. How can I be confident my offshore trustee won’t steal something — or everything? A.  There are two ways for you to get the comfort you’re looking for.  You may want to use both. The first solution is to buy an airplane ticket and visit the trustee.  After one or two meetings, you probably […]
  2. Audit Profile - Q. I want the safety advantages of an international trust. But if I set one up, will I be setting myself up for an IRS audit? A.  No.  Forming an international trust will not increase the chance of an audit or other scrutiny.  Just be sure to file all the IRS-required reports. The tax rules […]

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