10 Mistakes to Avoid When Working with Offshore Trusts
10 Mistakes to Avoid When Working with Offshore Trusts



Live Webcast/Rebroadcast – You watch the course online at the specified date and time shown below. You can ask questions and receive answers during the course.

On-Demand – You watch the course anytime and will have access to the course 24/7. Our On-Demand courses are available within 5-10 business days after the original recording and accessible for one year.

Course Description

This program was recorded on April 25, 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.

Attorney Lazaro MurLazaro 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

ProLawCLE will seek approval of any CLE program where the registering attorney is primarily licensed with exceptions stated below. Application is made at the time an attorney registers for a course, therefore approval may not be received at the time of broadcasting.

ProLawCLE does not seek approval in the state of Virginia.

Each state has its own governing rules and regulations with regards to CLE courses and formats, therefore please contact your state MCLE regulatory entity for further details about your state's rules. Please visit our State Requirements page for information regarding your state's CLE requirements and/or contact information for your state bar.

As stated in our Reciprocity Provision, ProLawCLE will grant credit in the following states through reciprocity, therefore direct application will not be made in these states:


The following states are self apply. The attorney can apply for credit at no cost. We will provide documentation for them to apply:


OH Attorneys please note: OH Supreme Court will not approve any course that was aired more than 12 months prior.

SC Attorneys please note: Registration must occur no later than 5 business days from the event date or course accreditation is not guaranteed.

ProLawCLE is dedicated to providing quality education from expert speakers and ensuring each attorney receives CLE credit for their participation. If for some reason a particular course does not receive approval in the attorney's primary state of licensure, ProLawCLE will give credit for a future approved course or give a full refund, if applicable.

Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.

Read our full Reciprocity Provision here


  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