Matthew Ledvina Delivers Advice For Undivided Hindu Families and the U.S. Tax System

Industry: Legal Services

Matthew Ledvina advises on the unique position of undivided Hindu families in relation to the U.S tax system.

Zurich, Switzerland (PRUnderground) October 2nd, 2020

Well-known U.S tax adviser Matthew Ledvina recently raised the issue of the unique set of circumstances undivided Hindu families face when interfacing with the U.S tax system. Undivided families have been a central feature of Hindu culture for centuries, and effectively combine the assets of an extended family as a single entity. This can then present a number of complications when family members relocate to the U.S and have to navigate a tax system which evolved without the same cultural background.

“Undivided families are an interesting study for any cross border tax specialist. The key thing is to ensure that the individual in the U.S pays a fair level of U.S tax, without being unduly exposed to tax obligations solely as a result of the traditional structure of their family” says Matthew Ledvina. “The role of an advisor in this instance would be to create a clear demarcation between the assets and financial interests of the family as a whole on the one hand, and the individual in question on the other.”

As a U.S cross border tax specialist, Ledvina regularly advises on complex structures that impact multiple individuals, families, and tax systems. “I think that the best way for an undivided Hindu family to navigate the complexities of the U.S system is to start planning as far in advance as possible. Tools like trusts are a primary way in which assets can be broken up and redistributed in a tax efficient way, but careful planning is essential to the success of this approach in the long term” adds Ledvina.

As part of his firm, Aerium Strategies, Matthew Ledvina delivers tax advice to high net worth individuals with cross border considerations. Undivided families fall into this category, with the specific details of each individual case requiring specialist long term planning.

 

About Matthew Ledvina:

Matthew Ledvina is a cross border U.S tax advisor at leading firm Aerium Strategies. His areas of speciality include trust formation and division of assets, life insurance as a tool for tax planning, and pension planning and structuring. He has additional interests in the power of emerging technologies like AI to drive business growth, as well as interests in raising awareness of lesser known features of the U.S tax system.  By working with venture capitalists and Fintech firms, he believes in taking a pragmatic approach to legal advice that delivers results in new and emerging areas over the long term.

Disclaimer: The views, thoughts, and opinions expressed in this press release belong solely to Matthew Ledvina. By using this site you confirm that there is no attorney-client relationship. This website should not be used as a substitute for legal advice and is not a substitute for seeking advice from a licensed attorney in your jurisdiction. The news site hosting this press release is not associated with Matthew Ledvina. It is merely publishing a press release announcement submitted by a company, without any stated or implied endorsement of the lawyer, information, product or service.

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