Estate Planning Council of Greater Miami’s 8th Annual Estate Planning Symposium

This presentation will discuss the basics of pre-immigration tax planning as well as pre-U.S. domicile gifting and the creation of a “drop off trust.” The session will also discuss the taxation of foreign non-grantor trusts; the general taxation of trusts; and an overview of the “throwback tax” rules, along with solutions for mitigating Undistributed Net Income or UNI. Finally, the presentation will provide examples of strategies using life insurance to mitigate the throwback tax.

For more information and to register, please see the event page.