News & Events

October 19, 2017

“I’ve Got an International Secret” Uncovering the Mysteries of Drafting DE Trusts for Non-US Persons

Paul Marcotte, Principal

Paul Marcotte spoke at the 2017 Delaware Trust Conference on Tuesday, October 24, 2017.

Paul, who Chairs the firm's Tax practice group and is a member of its Estate Planning, Estate& Trust Administration and Nonprofit practice groups, spoke about the intricicies of Delaware trusts for non-U.S. persons. 

A description of the event is below:

An exploration, through several illustrative fact patterns, of various Delaware trust structures to accommodate inbound wealth transfers by non-US persons with objectives of creating a wealth transfer in a stable jurisdiction, minimizing the impact of US wealth transfer and income taxes, and incorporating favorable features of Delaware trust law

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