SETTING UP YOUR ESTATE/PRIVATE BANK & FOREIGN GRANTOR TRUST NEW FOR 2025

Setting Up Your Estate/Private Bank & Foreign Grantor Trust

In this guide, you will find step-by-step instructions to help you establish with the IRS your Estate, Private Bank, and Foreign Trust.

This book marks the beginning of your journey in learning to use the IRS as a resource rather than letting it control you. Whether you are a beginner or an expert, you will find valuable insights and practical tips to help you achieve your financial goals.

Learn and Test Your Knowledge

This guide also includes a Frequently Asked Questions section that answers some of the most common queries and challenges related to completing the SS-4. You will find clear and concise explanations that will help you overcome any doubts or difficulties you may encounter.

Additionally, you will have access to a Test Your Knowledge quiz that will assess your understanding of the key concepts and skills covered in this guide. This is a great way to reinforce your learning and measure your progress.

By finishing this book and taking the quiz, you'll learn how to fill out IRS Form SS-4 to set up your three entities.