Trusts in the US: Structuring, Cross-Border Considerations, and Planning for NRIs
Join us for a clear, practical session on Trusts: Structuring, Cross-Border Considerations, and Planning for NRIs.
In this interactive workshop we will walk through the key elements, including:
How trusts are created and operated?
How to select a Trustee? Duties, discretion, professional vs. family trustees, and practical governance tips.
Tax and reporting obligations that matter for NRIs.
Cross-border mechanics - FEMA/ITR considerations and global income reporting.
Choosing a trust-friendly state - why Delaware, South Dakota, Nevada, and Alaska are often preferred and how state law, asset-protection rules, tax regimes, and privacy features shape planning choices.
Practical risk management - asset protection strategies, avoiding unintended tax consequences.
Implementation checklist and coordination tips - what documents, disclosures, and professional advisors you will need, to get it done smoothly.
Whether you are an NRI building an international legacy, a trustee or advisor navigating cross-border estates, or simply exploring how a US trust could fit into your plan, this session will provide clear, actionable guidance to help you structure trusts effectively and stay compliant across jurisdictions.
About Kamala Naganand:
Kamala has a broad-based practice spanning corporate, commercial, and private client work. She advises companies on Mergers and Acquisitions, Contracts, Documentation, Foreign Exchange, and Investments. She is also experienced in handling internal investigations, asset tracing and recovery.
Kamala leads the firm’s Private Client Practice, where she advises individuals and family offices on estate planning, succession, trusts, and cross-border wealth structuring. Her expertise in succession planning spans complex family arrangements and business transitions, ensuring tailored and strategic solutions for long-term preservation and transfer of wealth.
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