Choppy waters for trustees: Navigating offshore concerns for US people

Join us for an interactive discussion covering a wide range of US connected topics, including:

• How to plan for the increase in US connections to Jersey structures, and related drafting considerations;
• IRS disclosure requirements and who must file;
• How a US Person expatriating from the US can affect foreign structures they are connected to;
• Entry to the US? What are the options to access the US and current practical immigration considerations?

Who should attend?

This session will be particularly valuable for anyone in the trust and private client industry, including:

• Trust officers
• Private client and fiduciary advisors
• Compliance and risk professionals
• Litigators involved in data or information governance matters