Join us at our Member Meeting
Tuesday, June 8 at 7:30 AM
Ethical Planning within our New Paradigm:
The Globalization of Enforcement
Cynthia Brittain, JD, LLM, TEP
7:30 am - 8:30 am
Click Here to Register Online for Virtual Attendance
This discussion will look at the different functions a Trust Protector can manage and the tax implications of their actions. Is a Trust Protector a fiduciary for California state income tax purposes? If so, how do we plan. Can a foreign Trust Protector serve over a domestic trust? How can we structure for foreign substantial decision making?
BakerHostetler, Costa Mesa, California
Cindy Brittain is a partner in BakerHostetler’s Trusts and Estates practice, focusing on domestic and international estate and tax planning. Cindy has deep experience in international cross-border planning, advising large global families and their wealth transfer strategies. Her experience bridges private client and cross-border corporate integration. Prior to joining BakerHostetler, Cindy was the director of Inbound Wealth Advisory and a senior fiduciary officer at an international financial institution, where she assisted clients with their cross-border strategies. She worked with the company’s Delaware office to establish foreign trusts with interposed foreign corporations. Cindy also advised on pre-immigration planning, using eligible check-the-box corporations, defective section 351 transactions and non-qualified preferred stock for cost-basis step-up.
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Greg Custer: (949) 216-2202