Trusts, Nominee shareholder and Nominee corporate & Individual director for Investment, Equity holding and Estates

ITHK 's trusts and estates team is an important resource for private clients' future international investment, equity holding and operation planning. Our clients include individuals and families of substantial wealth, family businesses, charitable organizations, and financial institutions serving as executors and trustees.

Cross Border Investment and operation Planning:

  • Designing and implementing investment and operation plans, including advice on the financial and tax implications of those plans
  • Reviewing existing wills and trusts structure

Tax Consultation:

  • Advising on Investment and equity holding, and generation-skipping transfer tax issues
  • Trust and investment and equity holding income tax planning

Trust Asset Administration:

  • Preparing tax returns for both foreigner and residents, and nonresident aliens
  • Preparing an Estate's income tax returns and the decedent's final income tax return
  • Post-mortem planning

Tax Return Preparation:

  • Investment and equity tax returns
  • Income tax returns for domestic and foreign trusts
  • Informational filings relating to the funding of foreign trusts and distributions from them

Retirement Planning:

  • Planning for adequacy of retirement income and timing of qualified plan distributions