Private Trust Companies - US Tax and Regulatory Considerations

Reprinted from: Globe Law and Business | September 1, 2020

While high net worth families and practitioners have used private trust companies for many years in the international estate planning realm, the use of these structures is increasing in the U.S., as driven by a host of regulatory and geopolitical factors. Cadwalader's Osvaldo Garcia, Sasha Grinberg and Dorothy Mehta provide insight into various related tax and regulatory considerations for both practitioners and clients when creating such entities.

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