
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.