24 August 2023 Issue 4 Eduardo Arista TEP

Vehicle of choice

Eduardo Arista explains the utility of US trusts for Latin American families

Key points

What is the issue?

US trusts continue to be the tax- and estate-planning vehicle of choice for many Latin American families.

What does it mean for me?

Reasons for using a US trust include certainty as to the US tax treatment (if any) and the judicial interpretation of the trust instrument.

What can I take away? 

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