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

 

Expanding To The USA: Understanding Corporate Taxation – Federal, State & Local


20th Sep 2023
John Marcarian

The US has a complex tax system, with multiple taxes, including income taxes, often being imposed on a State level as well as a Federal level Some types of taxes also apply locally, meaning that...

 

Expanding To The USA: Choosing A Legal Structure For Your Business


14th Sep 2023
John Marcarian

Expanding to the US means you are entering a complex tax system From international tax concerns, to different Local, State, and Federal requirements, there are many factors to consider The type of...

 

Australian Companies Expanding To The USA: Understanding Your Expat Employee Tax Obligations


5th Sep 2023
John Marcarian

If you or any of your key employees will be moving to the US when expanding your business, they may have unique tax considerations With both Australia and the US taxing their residents on their...

 

Expanding To The USA: Understanding Corporate Taxation – Federal, State & Local


20th Sep 2023
John Marcarian

The US has a complex tax system, with multiple taxes, including income taxes, often being imposed on a State level as well as a Federal level Some...

 

Expanding To The USA: Choosing A Legal Structure For Your Business


14th Sep 2023
John Marcarian

Expanding to the US means you are entering a complex tax system From international tax concerns, to different Local, State, and Federal...

 

Australian Companies Expanding To The USA: Understanding Your Expat Employee Tax Obligations


5th Sep 2023
John Marcarian

If you or any of your key employees will be moving to the US when expanding your business, they may have unique tax considerations With both...