International Tax Lunch: Irrevocable Trusts are the Best Way to Own Real Estate (If You Are a Foreign Investor) Webcast | 4173344A

Date :
December 8, 2017 12:00 PM - 1:00 PM
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Webcast Rebroadcast
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CPE Credits :
CPE 1.00, MCLE 1.00, IRS-TX 1.00, CTEC-TX 1.00
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Irrevocable trusts offer the best of all possible worlds for tax efficiency: long-term capital gain tax rates when real estate is sold and protection from estate tax for the trust's assets. This session will show how irrevocable trusts (foreign or domestic) can be used by nonresident purchasers of U.S. real estate, whether for personal use or for investment.

View all webcasts offered in the International Tax Lunch Series.

Materials are provided as an ebook for this course.


  • Recognize the tax benefits of irrevocable trusts compared to other real estate holding structures.
  • Identify situations where an irrevocable trust will be useful.
  • Determine whether it is possible to use portfolio interest lending structures with an irrevocable trust for a nonresident investor.

Major Subjects:

  • U.S. taxation of nonresident investors in U.S. real estate.
  • Using irrevocable trusts to eliminate estate tax exposure for U.S. real estate owned by nonresidents.
  • How to create an irrevocable trust to hold U.S. real estate when you do not want to use an independent trustee.

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Designed For:

CPAs and attorneys.


Philip D.W. Hodgen, Esq, Esq.

Philip D. W. Hodgen is the principal attorney for HodgenLaw PC, which specializes in the international tax arena. He earned his bachelor’s degree from Claremont McKenna College and his juris doctor degree from the School of Law at the University of California, Los Angeles. He went on to earn a master of laws in taxation from the University of San Diego School of Law. For six years as a youth, he lived in Rhodesia, South Africa and New Zealand.

Admitted to the California Bar in 1982, Hodgen spent nine years in law firms and with a large U.S. bank before starting his own firm in 1991. He is a past chair of the International Tax Committee of the State Bar of California’s Tax Section, and was a member of the Executive Committee of the State Bar of California’s Tax Section from 2004-07. He is on the Organizing Committee for CalCPA’s International Tax Conference and its annual Tax Update and Planning Conference. Hodgen frequently speaks on a variety of international tax, trust and estate topics to attorneys, accountants, bankers, and real estate professionals.

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