Where the Worlds Collide: Family Trusts and International Investment Treaty Protections

High net worth individuals and their families engage in wealth transfer planning to protect their family’s investments and to ensure the most tax-efficient transfer of inter-generational wealth. For global families, the focus is often on selecting the right jurisdiction as it relates to tax and trust planning. It is also important to understand bilateral investment treaties (“BITs”) when deciding where to incorporate trusts and how to structure them, so as to protect the trust’s investment interests. This session will discuss the basics of BITs and what estate and tax professionals need to know in order to select and navigate the best jurisdiction and to protect their clients and the trusts’ assets in those jurisdictions.