U.S. Tax Planning For Foreign Trusts
Whether you’re a foreign trustee or a U.S. beneficiary, U.S. tax rules around foreign trusts are complex, punitive, and unforgiving. We help you stay compliant and minimize costly surprises through proactive planning and cross-border coordination.
Long-Term International Tax Efficiency
What’s at Stake in U.S. Tax Planning for Foreign Trusts
Severe Reporting Penalties
Failure to file Forms 3520, 3520-A, or FBARs can result in steep automatic penalties—even for unintentional mistakes.Throwback Tax Exposure
Improperly structured distributions can trigger punitive income tax and interest charges for U.S. beneficiaries.Grantor vs. Nongrantor Misclassification Risks
Misunderstanding grantor vs. nongrantor trust rules can lead to unexpected taxation or loss of planning benefits.
Harbor Law Firm Expertise
Our Planning & Compliance Services
We partner and coordinate with foreign trustees and legal teams to provide clear, proactive counsel to navigate complex tax rules, reduce exposure, and ensure compliance.
Grantor vs. nongrantor trust classification
Form 3520, 3520-A, 8938, and FBAR compliance
Throwback tax mitigation strategies
Cross-border trust structuring for tax efficiency
Ensure your trust structure is compliant—and efficient.
Partner with Harbor Law Firm to ensure your cross-border trust complies with U.S. tax law while minimizing risk and unnecessary tax exposure.