Tag: estate taxes

Tax benefits and consequences of an offshore trust (video)

Howard Rosen, Esq. • August 6, 2013

Howard Rosen discusses the tax consequences of implementing an offshore trust.

Saving Estate Taxes in the U.S. Through Offshore Trusts

Howard Rosen, Esq. • November 17, 2000

Usually articles and studies concerning offshore trusts have focused on their use for asset protection. However another, very important, use of a certain type of offshore trust, is to effect estate tax savings. This can be accomplished by ‘freezing’ the value of trust assets vis-a-vis the settlor’s estate at current values. Result? Any future growth in asset values will escape US federal estate taxation, thus increasing the amounts received by children and other beneficiaries. A variation of this technique can also be used for non-resident aliens owning US real estate, or those wishing to immigrate to the United States, to practically eliminate any US estate tax on death.

Keeping What’s Yours: Why Pay More In Estate Taxes Than you Have To?

Howard Rosen, Esq. • June 16, 2000

Most issues of the APN dealing with offshore trusts have focused on the use of such trusts for asset protection. Another, very important, use of a certain type of offshore trust is to effect an estate tax savings. This is accomplished by “freezing” the value of trust assets vis-a-vis the settlor’s estate at current values.