Finance

A “Spendthrift Provision” in an offshore trust prohibits a beneficiary from selling, transferring or pledging her interest in the trust. The purpose of a spendthrift provision is to protect the…

The number one question I get from Americans considering opening an offshore bank account or forming an international corporation is, “will this increase my audit risk?” The answer is simple:…

The best offshore bank license jurisdiction will depend on your use and budget. Here’s a list of my top offshore bank license jurisdictions in 2017. This list is focused on…

I’ve been covering the offshore beat since 2000. In that time, I’ve seen everything, great, good, boring and bad that’s out there. I’ve seen amazing successes, high returns, losses, fraud,…

You’ve been running your offshore business for awhile and have some accumulated earnings and profits. You want to invest these retained earnings in the United States and prefer they be…

The following article is for U.S. citizens and describes the type of income that can be retained offshore in a foreign corporation. It also defines foreign source and U.S. source…

Tax year 2016 is coming to a close and it’s the time to do some year end planning for your offshore corporation. Miss out on the FEIE or transferring money…

The rule against perpetuities in the United States makes it impossible to “lock up” your assets in a domestic trust beyond the lives of people living at the time the…

An offshore dynasty trust, also known as a foreign generation skipping trust, legacy trust or perpetual trust, is one of the most advanced offshore planning tools available today. A properly…

Offshore trusts are vulnerable in bankruptcy. An offshore asset protection trust will protect your assets from a civil creditor, but not from the bankruptcy court. An offshore trust is disregarded…