Estates and Trusts
Gregory Dean is a director at US Tax & Financial Services SARL, based in their newly expanded Geneva office. Greg is a US attorney with over 20 years’ experience working internationally advising private clients, family offices, financial institutions, and fiduciary companies on planning and US tax matters.
Greg works in our Estates and Trusts Team advising on trust planning and related US tax and tax reporting.
His experience includes planning for foreign individuals investing in the United States and for US persons living and investing outside the United States. He regularly works with trustees and company directors in establishing estate and dynasty plans and helps to ensure effective management and compliance of family and business structures.
Greg also has in-depth experience assisting US taxpayers with all aspects of voluntary disclosures and tax examinations with the IRS.
Greg has a J.D. from the University of Denver and served his alma mater as an adjunct professor of international law there before returning to live in Europe.
Did you Know?
Fact SevenThanks to FATCA banks must disclose their American account holders to the IRS or local tax authority.
Fact SixThe IRS is actively looking for non compliant US persons.
Fact FiveIt takes an average of 16 hours to do IRS Form 1040.
Fact FourThere are over 500 IRS tax forms.
Fact ThreeSince 1916, illegal income has been taxable.
Fact TwoUS persons must file tax returns no matter where they live and work.
Text One7 million Americans abroad
only 500,000 compliant