10 Mistakes to Avoid When Working with Offshore Trusts

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Course Description

This program was recorded on April 25th, 2018

Offshore Trusts have become more prevalent to practitioners over the years. Many have come across Offshore Asset Protection Trusts and/or Offshore Pre-Immigration Tax Planning Trusts. Both of these types of Offshore Trusts are very sophisticated and require special attention to detail in order to avoid serious mistakes when drafting and implementing the same. This course alerts and informs practitioners of the 10 mistakes to avoid when using Offshore Trusts.



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  • Lazaro Mur
    Lazaro J. Mur, Esq., JD, LLM., (Retired Certified Public Accounting), is the Founder of The Mur Law Firm, P.A. Mr. Mur has been serving the international business community and high net worth entrepreneurs since 1985. Mr. Mur has an AV Preeminent Rating from Martindale-Hubble, is named as one of the Top Tax Attorneys in the state of Florida by the Miami Herald, has been quoted by the Wall Street Journal, is Former Chair of the Florida State Hispanic Chamber of Commerce, Member of the Committee for Democracy In The Americas, Lectures on the topics of Global Asset Protection, International Tax Structuring and Sophisticated Estate Planning on behalf of the National Business Institute.

    Contact Lazaro Mur
      • 2 General Credits
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    1. Not Knowing All the Facts
    2. Not Understanding What “Irrevocable” Means
    3. Not Understanding the Specific Provisions of the Trust
    4. Not Properly Funding the Trust
    5. Not Doing Corporate Due Diligence
    6. Not Knowing Your Offshore Trustee
    7. Not Choosing the Proper Jurisdiction
    8. Not Understanding the U.S. Reporting Requirements
    9. Not Taking into Account Family Needs
    10. Not Considering a Change of Mind

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