trusts and taxes
TRANSCRIPT
Book VIIIChapter 1
Introduction
A Business Intelligence ReportBy Celtic Wind Investment
Presented by: Nicola Chin and Michael Belgeri
Trusts ,Trust Fraud, and Taxes:
A Risk Management Guide
OBJECTIVES
Introduce and discuss the variety of legitimate Trusts recognized by the Internal Revenue Service
Develop an awareness of Internal Revenue Concerns with Tax and Trust Fraud Schemes
Review the acceptable paths to property purchase and protection.
Itemize the key tax issues Licensed professionals must know to prepare Florida Domestic and Alien Investors for the acquisition and accumulation of property.
Legitimate Trusts
Modern Trust’sMedieval Origin: “Cestui que use”
Legitimate Trusts
Contract=Trust
Organization=Trust
Legitimate Trusts
Legitimate Trusts
Express or Implied
Active vs. Passive
Liability