"The Nitty-Gritty of Foreign Trust Taxation – Diving Into the Complex U.S. Tax Rules Associated With Foreign Trusts", Heckerling Institute on Estate Planning

On January 11, Day Pitney Private Client Partner Dina Kapur Sanna will be speaking at the 58th Annual Heckerling Institute on Estate Planning on a panel titled, "The Nitty-Gritty of Foreign Trust Taxation – Diving Into the Complex U.S. Tax Rules Associated With Foreign Trusts." Sanna, along with two other panelists, will discuss the complex U.S. tax rules associated with foreign trusts. In this session, the panelists will delve into the complex U.S. tax rules associated with foreign trusts, including the tax consequences when a trust is a foreign grantor trust and when it is a foreign non-grantor trust, along with the special rules that apply when you have a foreign trust involving a U.S. beneficiary, including the throwback tax, transfers of appreciated property, beneficiary use of trust property, qualified obligations and distributions through intermediaries. The panelists will also discuss tax treatment of controlled foreign corporations and passive foreign investment companies held through foreign trusts

The event is taking place from January 8 -12 at the Orlando World Center Marriott Resort and Convention Center in Florida.

The Heckerling Institute on Estate Planning is the nation's premier conference for estate planning professionals, offering unparalleled educational and professional development opportunities for all members of the estate planning team. The 58th Heckerling Institute covers topics of timely interest to attorneys, trust officers, accountants, charitable giving professionals, elder law specialists, wealth management professionals, and nonprofit advisors.

For more information, or to register, click here.