Moving trusts

20 September 2020 | Applicable law: US | 8 minute listen

Episode 4 of Withers talks: families and family office series

In this podcast, we look at moving a trust. Our host and head of the family office practice, Ivan Sacks, talks to Sandra Fung, about moving the situs of a trust from one jurisdiction to another. The movement of trusts may be influenced by life changes, such as the Trustees or beneficiaries moving to another state, or independent strategic considerations related to the advantages of different rules in different jurisdictions. Sandra provides guidance on what it means to “move” a trust, including the difference between a tax home and an administrative home, and how and why families move trusts around to achieve strategic advantages, including tax efficiencies.

Avatar Avatar

This document (and any information accessed through links in this document) is provided for information purposes only and does not constitute legal advice. Professional legal advice should be obtained before taking or refraining from any action as a result of the contents of this document.


Related experience

As a full-service law firm, we are able to provide advice and information about a wide range of other issues. Here are some related areas.

Other podcasts in the series

Join the club

We have lots more news and information that you'll find informative and useful. Let us know what you're interested in and we'll keep you up to date on the issues that matter to you.