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US: Investing in Real Estate on a (Possibly) Tax-Free Basis

Click to access REIT-Investing.pdf See also: goo.gl/hRgGeC www.mintz.com/legal-insights/alerts/articletype/articleview/articleid/4404/irs-expands-remedial-action-for-nonqualified-use-of-tax-advantaged-bonds www.daypitney.com/insights/publications/2018/04/16-irs-provides-new-remedial-actions-for-certain www.nixonpeabody.com/en/ideas/articles/2018/04/17/irs-expands-remedial-actions-for-p3-projects-and-to-address-tax-advantaged-bonds www.jdsupra.com/legalnews/new-and-valuable-ways-to-reduce-capital-33290/ www.hahnlaw.com/insights/are-real-estate-taxes-going-to-wreck-your-investment/www.taftlaw.com/news-events/law-bulletins/real-estate-investment-trusts-to-reit-or-not-to-reit 0
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Real Estate, Tax, Tax Planning, Trusts, US Insurance, Tax, Tax Planning, Trusts, US Estate Planning, Family Business, Risk Management, Trusts, US Tax, Tax Planning, Trusts, US Estate Planning, Tax, Tax Reporting, Trusts, US

Australia: Testamentary Trusts

www.focuslegal.com.au/lawyer-chatswood/testamentary-trusts-protecting-your-assets-for-future-generations www.finlaysons.com.au/2019/05/writing-testamentary-trusts-into-your-will/ www.bnlaw.com.au/page/Insights/Family_Law_publications/Wills_Estates/Testamentary_Trusts/ It Depends – How do I set up a testamentary trust? See also: It Depends – Should I have one or multiple testamentary trusts in my Will? Deeds of Variation, Deeds of Family Arrangement – Can someone change the terms of your will after you...
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Australia, Estate Planning, Tax, Tax Planning, Trusts Tax, Tax Planning, Trusts, US

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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Education, Foundations, Guernsey, Jersey, Malaysia, Trusts, US

Canada: New filing requirements for trusts

www.advisor.ca/tax/tax-news/cra-to-demand-more-info-on-trusts-beginning-in-2021-251301 taxpage.com/articles-and-tips/trusts/federal-budget/ www.fasken.com/en/knowledgehub/2018/06/pcs-federal-budget-trust-reporting www.mindengross.com/docs/default-source/publications/the-taxletter-trusts—new-requirements.pdf?sfvrsn=4 See also: goo.gl/EBESG4 Update: Not All Autumn Skies and Apple Pies – Could New Trust Tax Reporting Rules Apply to You? www.blaney.com/getpdf.aspx?show=15667&type=publication&ipl=1 0
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Canada, Tax, Tax Reporting, Trusts Canada, Trusts