US Taxation of Foreign Trusts Webinar 1: Fundamentals of U.S. Taxation for Foreign Trusts
- Joe @ Auric
- Aug 19
- 1 min read
Updated: Sep 10
Introduction to classification of trusts for U.S. tax purposes
This webinar introduces the fundamentals of U.S. taxation for foreign trusts. Presenters Amy Jetel and Milan Solarz-Patel explain how trusts are classified for U.S. tax purposes, the distinction between domestic and foreign trusts, and how grantor vs. non-grantor status affects taxation and reporting. Topics include the Court and Control Tests, rules for foreign grantor trusts with U.S. or non-U.S. grantors, and why most foreign trusts are considered complex. This session sets the foundation for understanding key U.S. tax rules that apply to cross-border estate planning and trust administration.
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