The Taxation & Regulation of International Trusts: A Webinar
On Thursday, April 11th at 14:00 London GMT, we hosted a webinar on what’s trending when it comes to the taxation and regulation of international trusts in the UAE, the United States and beyond.
In this webinar, our US and Dubai-based experts looked at many of the issues involving the creation, regulation and taxation of trusts, the powers and duties of trustees, mechanisms of control, and the special uses of trusts throughout these regions.
Particular attention was paid to tax issues from a US perspective, that is, if a non-US person establishes a US trust or a US person establishes a foreign trust.
If you missed it, find below the full video recording and stay tuned for the transcript.
Submit Your International Trust Questions
As usual, if you have any follow-up questions for our panel, make sure to submit them below.
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Our International Trust Panelists
Gideon Rothschild, Partner, Moses & Singer LLP, New York, USA
Gideon Rothschild is a partner with the New York City law firm of Moses & Singer LLP, where he co-chairs the Trusts & Estates and Wealth Preservation Group. He focuses his practice in the areas of domestic and international estate planning techniques for high net worth clients and is a nationally recognized authority on wealth preservation and offshore trusts.
Mr. Rothschild is a Past Chair of the Real Property Trust & Estate Law Section of the American Bar Association, a Fellow of the American College of Trust and Estate Counsel and Academician of The International Academy of Trust and Estate Lawyers and a past Chair of the New York Chapter of the Society of Trust and Estate Practitioners (STEP).
Mr. Rothschild is the co-author of the BNA Tax Management portfolio on Asset Protection Planning and a member of the Editorial Advisory Boards of Tax Management Estates, Gifts, and Trusts, and Trusts and Estates. He is the author of numerous articles for publications including the New York Law Journal, Journal of Asset Protection, Trusts and Estates and Estate Planning, a former Adjunct Professor, at New York Law School and the University of Miami School of Law Graduate Programs in Estate Planning, frequent lecturer on asset protection and estate planning to professional groups including University of Miami’s Philip E. Heckerling Institute, New York University Federal Tax Institute, the New York State Bar Association, the American Bar Association, the Southern Federal Tax Institute and the American Institute of Certified Public Accountants.
Mr. Rothschild has been designated as a Distinguished Accredited Estate Planner by the National Association of Estate Planners and Councils and is listed in Best Lawyers in America (Lawyer of the Year 2018), ChambersUSA, CityWealth Leaders List, New York Superlawyers and Worth’s Top 100 Lawyers. Mr. Rothschild is also licensed as a Certified Public Accountant.
Dr. Peter Wilson, PB First Global Tax Advisors, Dubai, UAE
Dr. Wilson is an Australian by birth, and has lived in Sydney, London, New York and now is a Dubai resident. During more than 36 years, he has advised a wide range of multinational clients on the international tax law applicable to their trading and investment activities as well as to their ownership. He has formal qualifications in taxation advising, chartered accounting and law and a PhD in ‘BRICS and International Tax Law’ from Queen Mary, University of London. For many years, Peter was an International Tax Partner of EY and later PwC and an Investment Banker at a major Japanese Financial Institution and now he runs the PB First Global Tax Advisors.