Tag: Grantor Trust Series

​​In this week’s vlog, Peter Harper – the managing director and CEO of Asena Advisors – discusses Section 674 of the Internal Revenue Code and how the allocated power of the trustee impacts a grantor classification.

This vlog is for anyone that owns assets in foreign trusts and is moving to the US or facing a liquidity event.

To watch the full video, click play below:

Check out our new blog for a quick guide to everything Grantor Trust: https://asenaadvisors.com/blog/grantor-trust/

Asena advisors. We protect Wealth.

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In this installation, Peter Harper, the managing director and CEO of Asena Advisors discusses qualifications of a grantor trust and whether or not your foreign trust qualifies.

​​This vlog is for anyone that owns assets in foreign trusts and is moving to the US or facing a liquidity event.

To watch the full video, click play below:

Check out our new blog for a quick guide to everything Grantor Trust: https://asenaadvisors.com/blog/grantor-trust/

Asena advisors. We protect Wealth.

Contact

In this week’s vlog, our Managing Director and CEO, Peter Harper, talks about discretionary trusts, how they can be classified as foreign grantor trusts under US tax law and how they should be utilized as investment vehicles.

​​This vlog is for anyone that owns assets in foreign trusts and is moving to the US or facing a liquidity event.

To watch the video, press play:

Check out our new blog for a quick guide to everything Grantor Trust: https://asenaadvisors.com/blog/grantor-trust/

Asena advisors. We protect Wealth.

Contact