Home » Archive by categoryFoundations (Page 6)

US: Estate and Tax planning Strategies

www.proskauer.com/newsletter/personal-planning-strategies-september-2018 www.jdsupra.com/legalnews/lifetime-estate-tax-exemption-19889/ www.shearman.com/perspectives/2019/05/estate-planning-advisory www.wardandsmith.com/articles/top-10-estate-planning-mistakes-how-to-avoid-making-them www.seyfarth.com/publications/CA061419-CORP www.jdsupra.com/legalnews/what-is-federal-estate-tax-79006/ 2017 Tax Reform Act Creates Estate Planning Opportunities www.brouse.com/trusts-estates-blog-why-you-need-an-estate-plan bit.ly/3llhhn7 bit.ly/3ABQ45a www.brouse.com/taxes-and-your-estate-plan 0
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UAE: The new Foundations Law in the DIFC

www.hadefpartners.com/News/314/The-new-Foundations-Law-in-the-DIFC www.hadefpartners.com/News/347/DIFC-Foundations-and-Shariah m-hq.us14.list-manage.com/track/click?u=94a553b3022eb461b678a1730&id=8d29da9ef3&e=c6c7a9ef95 www.stalawfirm.com/en/blogs/view/special-purpose-vehicles-adgm.html UAE Foundations in ADGM, DIFC & RAK ICC www.ocorian.com/article/rise-foundations-uae Click to access trust-and-foundations-laws-in-the-difc.pdf See also: Click to access xxiv.private.client.update.issue_20.pdf www.difccourts.ae/rules-decisions/judgments-orders/court-appeal/dubai-international-financial-centre-authority-2020-difc-ca-002 0
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US: IRS consolidates guidance for grantors and contributors

www.morganlewis.com/pubs/irs-consolidates-guidance-on-deductibility-reliance-issues-for-grantors-and-contributors goo.gl/43hiGT taxnews.ey.com/news/2018-1122-irs-modifies-combines-prior-revenue-procedures-to-provide-consolidated-guidance-on-deductibility-of-contributions-to-exempt-organizations 0
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Education: Comparison between Foundations and Trusts

General: sterlingoffshore.com/foundations/private-foundations-vs-offshore-trusts/ www.careyolsen.com/articles/trusts-vs-foundations-what-are-deciding-factors www.mme.ch/en/magazine/articles/foundation-vs-trust www.mme.ch/de-ch/magazin/artikel/stiftung-vs-trust?hsLang=de-ch www.taylorwessing.com/en/insights-and-events/insights/2023/05/trusts-and-foundations www.taylorwessing.com/en/insights-and-events/insights/2023/05/what-are-trusts-and-foundations Guernsey: www.nerine.com/media/1170/a-comparison-between-trusts-and-foundations-nov-2012.pdf www.careyolsen.com/briefings/guide-private-client-structuring-guernsey-private-trust-companies-and-private-trust www.careyolsen.com/articles/analysis-trusts-vs-foundations Click to access foundations-law-comparison-with-reserved-powers-trusts.pdf Click to access CO_GSY_TPW-Guernsey%20private%20trust%20companies%20and%20foundations_05_2022.pdf Jersey: www.hawksford.com/knowledge-hub/2014/foundations-vs-trusts www.careyolsen.com/articles/comparison-jersey-foundations-and-trusts Labuan: www.labuanibfc.com/resource-centre/featured-articles/building-legacy-on-a-foundation-part-ii Malta: www.ccmalta.com/publications/malta-trusts-and-foundations whpartners.eu/news/trusts-vs-foundations-perpetual-tug-of-war US: goo.gl/fF7dFs 0
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Malta: New Regulations on Beneifical Owners of Trusts and Foundations

Foundations: www.ganadoadvocates.com/resources/publications/foundations-regulations-on-central-register-of-beneficial-owners/ home.kpmg.com/mt/en/home/insights/2018/01/register-of-beneficial-owners-for-foundations.html www.mamotcv.com/resources/news/all-foundations-and-associations-to-submit-beneficial-ownership-information-by-30th-june-2019 www.mamotcv.com/resources/news/all-foundations-and-associations-to-submit-beneficial-ownership-information-by-30th-june-2019 justiceservices.gov.mt/DownloadDocument.aspx?app=lom&itemid=12746&l=1 Trusts: www.ganadoadvocates.com/resources/publications/trusts-regulations-on-central-register-of-beneficial-owners/ home.kpmg.com/mt/en/home/insights/2018/01/register-of-beneficial-owners-for-trusts.html Update: The MFSA announced updates to the Trusts Ultimate Beneficial Ownership Register – Mamo TCV Companies: www.ganadoadvocates.com/resources/publications/maltese-regulations-on-the-register-of-beneficial-owners-come-into-force/ home.kpmg.com/mt/en/home/insights/2018/01/register-of-beneficial-owners-for-companies.html www.justiceservices.gov.mt/DownloadDocument.aspx?app=lom&itemid=12749&l=1 rosemont.com.mt/en/office/rosemont-malta-ltd/malta-register-of-beneficial-owners-en 0
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Malaysia: Labuan International Waqf Foundation

www.labuanibfc.com/resource-centre/featured-articles/waqf-foundations-–-a-unique-shariah-compliant-wealth-management-solution www.labuanibfc.com/clients/Labuan_IBFC_78C2FF81-703A-4CAA-8926-A348A3C91057/contentms/img/resource_centre/publication/download/Labuan-International-Waqf-Foundation-Fact-Sheet.pdf?1509321600 0
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Guernsey: Private Trust Foundation (PTF) Structures

Click to access Private_Trust_Foundation_(PTF)_Structures_in_Guernsey.pdf Click to access CO_GSY_TPW-Guernsey%20private%20trust%20companies%20and%20foundations_05_2022.pdf www.ogier.com/news-and-insights/insight/guernsey-foundations-and-private-trust-foundations/ 0
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