News & Events

February 28, 2017

How High Net Worth Foreign Individuals Should Hold U.S. Real Estate

Paul Marcotte, Tax Chair

Paul Marcotte was a featured presenter at a Society of Trust and Estate Practitioners (STEP) Mid-Atlantic meeting on February 28, 2017.

This program covered:

  • Review U.S. income, estate and gift tax rules impacting NRAs investing in U.S. real estate
  • Structuring alternatives, including individual ownership, partnerships, corporations, and trusts; and pros and cons
  • Coordination with home country law
  • Traps for the unwary
  • Due diligence and international exchange of information issues
  • Impact of U.S. tax reform on current structures
  • Q&A

Paul Marcotte is Chair of the firm's Tax practice and concentrates his practice on federal, state, and international matters (planning and controversy), estate and wealth preservation and succession planning.

He was joined by Alan Granwell, an international tax lawyers who represents HNW individuals/families and MNCs on cross border planning and controversy matters and a former U.S. Treasury Department International Tax Counsel.

A recording of the presentation can be found below:

 

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