10 Mistakes to Avoid When Working with Offshore Trusts


CLE credits earned: 2 GEN

Offshore Trusts have become more prevalent to practitioners over the years. Many have come across Offshore Asset Protection Trusts and/or Offshore Pre-Immigration Tax Planning Trusts. Both of these types of Offshore Trusts are very sophisticated and require special attention to detail in order to avoid serious mistakes when drafting and implementing the same.

This course alerts and informs practitioners of the 10 mistakes to avoid when using Offshore Trusts, such as:

•   Not Knowing All the Facts
•   Not Understanding What “Irrevocable” Means
•   Not Understanding the Specific Provisions of the Trust
•   Not Properly Funding the Trust
•   Not Doing Corporate Due Diligence
•   Not Knowing Your Offshore Trustee
•   Not Choosing the Proper Jurisdiction
•   Not Understanding the U.S. Reporting Requirements
•   Not Taking into Account Family Needs
•   Not Considering a Change of Mind

This course is co-sponsored with myLawCLE.

Date / Time: June 7, 2018

•   2:00 pm – 4:00 pm Eastern
•   1:00 pm – 3:00 pm Central
•   12:00 pm – 2:00 pm Mountain
•   11:00 am – 1:00 pm Pacific

Choose a format:

•   Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
•   On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.

Select your state to see if this class is approved for CLE credit.

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Lazaro J. Mur, Esq.

Founder of The Mur Law Firm, P.A., Mr. Mur has been serving the international business community since 1985, has an AV Preeminent Rating from Martindale-Hubble, has been quoted by the Wall Street Journal, is Former Chair of the Florida State Hispanic Chamber of Commerce, lectures on the topics of Global Asset Protection and International Tax Planning on behalf of the National Business Institute, LawPro CLE and myLawCLE; and is a contributing Author for Mundo Offshore, EB-5 Investor Magazine and other World Class Journals.

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Section I. Offshore Pre-Immigration Planning Trusts – their use and benefits

Section II. Offshore Asset Protection Trusts – strategies and limitations

Section III. Hybrid Foundations – what are they and how do they work