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Domestic and International Trust Structuring

In a family legacy blueprint, trusts play a key role in protecting assets and reducing conflicts over asset distribution. Common types include:

  • Family trusts

  • Testamentary trusts

  • Insurance trusts

  • Education fund trusts

  • Charitable trusts

Trust structures are flexible tools for succession planning but can become complex. Factors like trust jurisdiction, tax laws, family members' tax status, asset locations, and management mechanisms all play a role. These elements may also raise cross-border tax and regulatory issues.

Our team will design a trust structure tailored to your needs, addressing asset protection and transfer goals. We’ll analyze cross-border tax concerns and ensure a smooth, compliant succession plan—giving you peace of mind.

You can create a trust agreement based on trust laws. There are different types of trusts, such as equity trusts, real estate trusts, and insurance trusts, depending on the asset type. Trusts can be designed as self-benefit trusts or third-party benefit trusts. The tax implications of the trust's principal and income vary based on the designated beneficiaries.

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