Welcome to the U.S.A.: The Rising Popularity of U.S.-Situs Trusts

By Todd M. Beutler and Todd D. Mayo Family Wealth Report from Wealth Briefing, September 8, 2015 Across the globe, there are a number of attractive jurisdictions for trusts. Among them are a handful of U.S. jurisdictions. More and more, wealthy families are including U.S.-situs trusts in their wealth planning structures. Several factors—including investment opportunities, wealth preservation, tax planning, and good laws—are motivating non-U.S. families to use U.S.-situs trusts. Investing in the U.S. Many families are looking to invest in the U.S. Right now, much of the investment activity involves U.S. real estate. The Wall Street Journal, International Business Times, CNN, and other media outlets have recently spotlighted investment by Chinese families, who currently are the largest group of foreign real estate buyers in the U.S. As the Wall Street…