Pre Immigration Tax Planning – Trust+PPLI structure

Many of our clients moving from Asia to the US, tend to split their family in two. Some family members (especially the father) remain in Asia and others (particularly the mom and kids) make the move to the US.  

Regardless, it is important for them to understand the definition of residency from a tax perspective.  I previously wrote on this here -

PPLI or Private Placement Life Insurance is emerging as a great tax planning tool for pre-immigration planning

Here are some more thoughts on how it works -



Step 1


Step 2




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