Trust and Estate Planning

 

Taxation of trusts in the US is a particularly complicated field. This is especially true in relation to international trusts with US beneficiaries or grantors.

Our dedicated team of experts advise trustees, professional fiduciaries and beneficiaries on the formation, amendment, and ongoing management of both US domestic and foreign trusts. By engaging our team you remove your risk of exposure to penalties from non-compliance.

Without proper advice, foreign and domestic estate income taxes can significantly reduce the value of an estate. A well formulated estate or succession plan helps you to minimise your taxes and preserve your wealth for future generations, as intended.

It’s never too early to get the right advice on setting up and planning for the future of your assets and provisions for your loved ones.

 
 

ADDITIONAL SERVICES WE CAN HELP YOU WITH

 
 

TAX PREPARATION


We provide assistance for all your individual tax return needs. This includes preparing and lodging your Individual State and Federal tax returns, including Forms 1040 and 1040NR.

 

ASSET PROTECTION


You put the hard work into building your personal assets. That’s why an important part of personal tax services is making strategic decisions with asset protection in mind.

 

TAX ADVISORY


As US tax specialists with a global perspective, we will help you navigate the local and international complexities that your financial investments bring.

 

HAVE PEACE OF MIND THAT YOUR TRUST AND ESTATE ARE IN ORDER

Our team is dedicated to understanding your unique needs. Contact us to ensure you receive the tax advice you need to proactively setup, manage, and plan your trust or estate.

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NEWS AND UPDATES

 

Tax Incentives And Exemptions For Small Businesses In Singapore


9th Sep 2025
Boon Tan

Singapore is consistently ranked among the most business-friendly countries in the world With a competitive corporate tax rate of 17%, a transparent regulatory framework, and strong government...

 

Payroll Compliance In Singapore: Key Guidelines For Employers


26th Aug 2025
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Effective payroll compliance is essential for businesses operating in Singapore, ensuring smooth operations, regulatory adherence, and a trusted reputation among employees Below is an overview of...

 

Impact Of The 2025 “One Big Beautiful Bill Act” On Expat Taxation


7th Aug 2025
John Marcarian

The “One Big Beautiful Bill Act” (OBBBA), signed into law on July 4, 2025, is the most sweeping US tax overhaul since 2017  While it extends many Tax Cuts, it also introduces new...

 

Tax Incentives And Exemptions For Small Businesses In Singapore


9th Sep 2025
Boon Tan

Singapore is consistently ranked among the most business-friendly countries in the world With a competitive corporate tax rate of 17%, a transparent...

 

Payroll Compliance In Singapore: Key Guidelines For Employers


26th Aug 2025
Boon Tan

Effective payroll compliance is essential for businesses operating in Singapore, ensuring smooth operations, regulatory adherence, and a trusted...

 

Impact Of The 2025 “One Big Beautiful Bill Act” On Expat Taxation


7th Aug 2025
John Marcarian

The “One Big Beautiful Bill Act” (OBBBA), signed into law on July 4, 2025, is the most sweeping US tax overhaul since 2017  While it...