Services

US Trust Advisory Services LLC (UTAS) offers the following services:

For Foreign Introducer Professionals and non-US persons

  • Advice on the use of US entities and tax issues related to same;
  • Formation of US LLCs, and US corporations, including delivering US tax  and reporting advice for same.
  • Assistance with establishing US Hybrid Trusts including delivering necessary legal and tax advice;
  • Negotiating establishment of trust with preferred US Trustee;
  • Drafting and/or review of trust documents;
  • Assistance to establish underlying entities including non-US entities;
  • Help to establish private trustee corporations and “white label” representatives;
  • Provision of Foreign Protector services to US Hybrid Trusts
  • Referrals to law firms, tax advisers, CPAs and asset managers (if required);
  • Assistance to open US bank and investment accounts;
  • Deliver FATCA and CRS advice.

For US persons

  • Advice on the use of US corporate entities and tax issues related to same;
  • Formation of US LLCs and US corporations;
  • Assistance with forming US Domestic Trusts including legal and tax advice for grantors and beneficiaries;
  • Negotiating establishment of the Domestic Trust with preferred US Trustee;
  • Drafting and/or review of trust documents;
  • Assistance to establish underlying entities including foreign entities (if required);

For US Trustees, US wealth planners and US asset managers

  • Advise on international law trusts including converting an international trust to become a US trust;
  • Provide guidance on foreign entities and the tax issues related to same;
  • Furnish foreign protectors to US Hybrid Trusts;
  • Provide an introduction service to foreign professionals with an interest in US entities and/or US investments;
  • Advise on CRS issues for foreign assets and how to hold them.

Immigration Services 

  • Advise on US tax issues relating to immigration;
  • Assist with the acquisition of US real estate;
  • Help to obtain US visas;
  • Deliver an immigration investment scheme that is superior to the oversubscribed EB-5 program.