Drafting with Consideration of Foreign Trust Registration

Caitlin M. Orr joined The American College of Trust and Estate Counsel (ACTEC) Foundation for a podcast episode titled, “Drafting with Consideration of Foreign Trust Registration,” as part of the ACTEC Trust and Estate Talk podcast series. Caitlin discussed trust registration and beneficiary disclosure requirements that may be imposed by foreign jurisdictions on US trusts from the perspective of a US trustee. She explained how a US trustee should respond to such requirements, the legal framework, challenges faced by US trustees, drafting strategies and potential liabilities.