Elizabeth A. McMorrowOct 10, 2019Foreign Trusts: Head to Sioux Falls October 17 & 18The South Dakota Trust Association is hosting its third annual Fall Forum on October 17 & October 18, 2019 at Sioux Falls Convention...
Elizabeth A. McMorrowJul 30, 2019GDPR: US Trust Companies’ Jaunts to EUYour exhibition booth has arrived safely to the trust and estate conference in Europe. You have a stack of business cards packed in your...
Elizabeth A. McMorrowApr 6, 2018Foreign Grantor Trust IRS Form 3520 Filing Date ChangesFor tax years beginning after 2016, the due date for a U.S. person to file IRS Form 3520 has changed to the fifteenth day of the fourth...
Elizabeth A. McMorrowSep 15, 2017FBAR: October 16, 2017 Deadline for Trustees to Report Client Trusts to FinCENFBAR which stands for Foreign Bank and Financial Accounts Report is an annual report that provides the U.S. government with information...