Triggering Capital Gains with Offshore Trusts
In this video, Max Dilendorf, New York-based attorney and founder of Dilendorf Law Firm, explains a costly yet common mistake U.S. clients make when transferring appreciated assets into foreign trusts—unintentionally triggering capital gains taxes under IRS Section 684.
Learn the key differences between domestic trusts (such as Wyoming DAPTs) and offshore structures like Cook Islands and Cayman STAR Trusts, and why proper tax and legal planning is critical before moving assets abroad.
Dilendorf Law Firm represents U.S. and non‑U.S. clients, including high‑net‑worth individuals, global investors, tech founders, and cross‑border families, in matters involving corporate and tax planning, U.S. and foreign real estate purchases, asset protection, and trust formations in both U.S. and offshore jurisdictions.
Watch to understand how to structure your trust plan efficiently, avoid unnecessary tax exposure, and preserve your wealth across borders.
If you have questions or would like to schedule a trust planning consultation, contact us at 212.457.9797 or info@dilendorf.com.
