U.S. Beneficiaries of Foreign Trusts

Date: Wednesday, January 24, 2018
Time: 11:45am - 1:30am
Location: City Club
Speaker: Maria-Soledad Otero & Jeannette Yazedjian

Maria-Soledad Otero & Jeannette Yazedjian are tax lawyers with Karlin & Peebles, LLP.

Their practice is concentrated on individuals, businesses and transactions with an international element.  Their international tax practice covers a wide range of topics and they have advised individuals and businesses active in many industries, including manufacturing, technology, services, real estate, investment, and entertainment.  This presentation will cover income tax consequences of distributions to U.S. beneficiaries from foreign grantor and non-grantor trust as well as filing obligations for the trustees and U.S. beneficiaries.

Maria-Soledad Otero works on international income tax planning and compliance matters for high net worth private clients and multinational business.

Jeannette Yazedjian advises clients on domestic and international estate tax and income tax planning strategies for multi-generational families, real estate, and entertainment.

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