Family Office Association Hong Kong (FOAHK) is introducing a new Thought Leadership Series, bringing you closer to top industry experts with various topics related to Family Offices and the industry.
In this session, Erik Wallace, Partner at LOEB & LOEB, LLP, will review potential planning options for leaving large amounts of wealth from a non-US person to US persons. In particular, he will discuss Foreign Grantor Trust (“FGT”) planning that can escape the US wealth transfer taxes in perpetuity as well as defer the US anti-deferral rules known as the Throwback Rules. In addition, he will address the US tax rules that can apply to US persons looking to relinquish their US citizenship or green card status.
Time: 9:00am – 10:00am