If you are appointed as Trustee of a trust, it is your responsibility to make sure that the trust assets are managed and distributed pursuant to the terms of the trust. This is called Trust Administration…
In the November 2020 election, California voters narrowly approved Proposition 19 (The Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire and Natural Disasters Act), which…
涉美跨国家族的信托规划 A Primer on Foreign Grantor Trust and Case Studies 张先生和太太是中国公民。是一家上市公司股东。公司股份透过一家开曼群岛控股公司再透过一家英属维尔京群岛公司持有。小孩子今年35岁，是美国绿卡持有人。已婚但婚姻不和谐。有两个孙子都是美国公民从小在美国长大。张先生和张太太想要做信托规划来确保将来资产传承。…
One question I am regularly asked by clients who are selling their investment real estate property is if there is a way to achieve the following goals: (1) enter into a 1031 exchange, but at a smaller…
While I regularly help clients with installment sales transaction to defer payment of capital gains taxes, I am surprised how often I am asked by clients and their CPAs on how to properly report their…
