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If your family includes U.S. citizen heirs, failing to plan properly can leave them exposed to income tax, estate tax, and punishing reporting obligations. In this episode of Wealth Uncensored, international tax expert Jimmy Sexton explains how properly structured foreign trusts can shield American heirs from the compliance and tax burdens that come with direct inheritance. Learn the key differences between foreign grantor and non-grantor trusts, their pros and cons, and the structuring mistakes that can trigger IRS scrutiny. This is essential listening for global families with mixed citizenships and cross-border wealth.
By Esquire Group LLC5
22 ratings
If your family includes U.S. citizen heirs, failing to plan properly can leave them exposed to income tax, estate tax, and punishing reporting obligations. In this episode of Wealth Uncensored, international tax expert Jimmy Sexton explains how properly structured foreign trusts can shield American heirs from the compliance and tax burdens that come with direct inheritance. Learn the key differences between foreign grantor and non-grantor trusts, their pros and cons, and the structuring mistakes that can trigger IRS scrutiny. This is essential listening for global families with mixed citizenships and cross-border wealth.