US Trust Planning for Mexicans

STEP Miami
February 25, 2021
12:00 PM - 2:00 PM ET

Private Wealth Services Partner Sean Tevel will join a STEP Miami webinar on cross-border planning for Mexican residents who want to establish a U.S. trust. The presentation will cover Mexico's income tax Article 4A and its reporting obligations for advisors, in addition to U.S. trust, tax and reporting issues.

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