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.

CONTACT US TODAY
CONTACT US

"*" indicates required fields

Do you need tax services in our other regions?
By providing us your information you agree to our privacy policy

 

NEWS AND UPDATES

 

Australian Expats Living In The USA: Understanding Your Capital Gains Tax Obligations


30th Sep 2024
John Marcarian

Whether you have already moved to the United States or are planning to, there are tax implications for Australian expats to consider  For example, how does the Australia-US tax treaty apply...

 

CST proud to sponsor the Heath Ledger Scholarship


21st Sep 2024
CST Tax Advisors

CST is proud to sponsor the 2024 Heath Ledger Scholarship Created by Australians in Film Foundation and managed by Australians in Film (“AiF”), the Heath Ledger Scholarship (HLS) is now in...

 

Heath Ledger Scholarship 2024 Finalists Announced


20th Sep 2024
CST Tax Advisors

CST is a proud sponsor of the 2024 Heath Ledger Scholarship Australians in Film is pleased to announce the finalists of the prestigious Heath Ledger Scholarship 2024 This year a record number...

 

Australian Expats Living In The USA: Understanding Your Capital Gains Tax Obligations


30th Sep 2024
John Marcarian

Whether you have already moved to the United States or are planning to, there are tax implications for Australian expats to consider  For...

 

CST proud to sponsor the Heath Ledger Scholarship


21st Sep 2024
CST Tax Advisors

CST is proud to sponsor the 2024 Heath Ledger Scholarship Created by Australians in Film Foundation and managed by Australians in Film...

 

Heath Ledger Scholarship 2024 Finalists Announced


20th Sep 2024
CST Tax Advisors

CST is a proud sponsor of the 2024 Heath Ledger Scholarship Australians in Film is pleased to announce the finalists of the prestigious Heath...