Services

Trust Structures.

Structuring a proper trust that will ensure wealth transition goals while providing a high degree of wealth and tax protection is a knowledge and detail intensive endeavor. Creating a trust structure that complies both with US laws and laws of another country increases the levels of complexity.

MAS+ helps the family with the following:

✔ Selection of appropriate trust jurisdiction
✔ Procurement of a proper institutional trustee, local legal and tax counsel and accountants
✔ Supervision of the process of forming the trust
✔ Assistance with compilation of due diligence documents
✔ Oversee the structuring of an optimal legal and corporate structure with all the professionals involved

Additionally, MAS+ works along with the family’s local tax counsel to engineer trust structures and ensure tax compliance in the US and in the country of the family’s origin.

These structures are designed to be compliant with the tax and foreign investment laws of the country of domicile of the settlor and beneficiaries.