Foreign Trusts: How and When to Use Them Webcast | 4173013A

Date :
November 9, 2017 10:30 AM - 11:30 AM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 1.00, MCLE 1.00, IRS-TX 1.00, CTEC-TX 1.00
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Foreign trusts are appealing for holding and transferring wealth between generations. For U.S. taxpayers, however, they carry a heavy tax burden. In this course, review situations where foreign trusts might be used: inbound transfers of wealth and outbound transfers, such as asset protection trusts. Tax considerations are the focus of this course, but practical issues will be addressed.

Materials are provided as an ebook.


  • Determine when a foreign trust is useful in achieving a client's objectives.
  • Identify how to structure and fund the trust to achieve those objectives.

Major Subjects:

  • Grantor trusts
  • Nongrantor trusts
  • Estate, gift and income taxation rules applicable to foreign trusts

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Designed For:

CPAs and lawyers.


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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