Ahmed Shaikh | Bohm Wildish & Matsen, LLP

Ahmed Shaikh is a board-certified specialist in Estate Planning and a former chair of the Orange County Bar Association Section on Trusts and Estates. He has served hundreds of estate planning, asset protection, and charitable planning clients since 2006.

Ahmed’s practice, writing, and speaking interests have focused on aligning planning with the client’s values. Any estate planning, including asset protection and charitable planning, is an expression of values.

Ahmed Shaikh is a highly skilled attorney specializing in Estate Planning, Asset Protection Planning, and Charitable Planning. With a Bachelor of Arts degree from San Diego State University in 1996 and a Juris Doctor from Maurer Law School, Indiana University Bloomington in 1999.

Ahmed is admitted to practice law in multiple jurisdictions, including The State Bar of California, The State Bar of Texas, and The State Bar of Maryland. Additionally, he is admitted to practice before the U.S. Court (Central District of California) and the U.S. Tax Court.

Dedicated to his field, Ahmed is recognized as a specialist in Estate Planning Trust and Probate Law by the State Bar of California, holding Board Certification. He has contributed valuable insights to the legal community through his articles and publications. Notable works include “An Estate Plan for Cinderella’s Parents” published in 2013 by EstatePlanning.com and “Estate Planning for the Muslim Client” published in 2019 by ABA Publishing.

Ahmed Shaikh’s expertise, combined with his commitment to providing tailored legal solutions, makes him a trusted advisor in matters of estate planning and asset protection.

I. What is a Foreign Trust? | 1:00pm – 1:10pm

II. When Foreign Trusts are Useful. When they are essential | 1:10pm – 1:20pm

III. Dealing with and selecting International Asset Protection Jurisdictions | 1:20pm – 1:30pm

IV. Administering Foreign Trusts | 1:30pm – 1:40pm

V. Drafting issues | 1:40pm – 1:50pm

VI. “Outbound” and “Inbound” Foreign Trusts | 1:50pm – 2:00pm

Break | 2:00pm – 2:10pm

VII. When Grantor Trust status is possible and when it is not | 2:10pm – 2:20pm

VIII. Estate and Gift Tax Treatment of Foreign Trusts | 2:20pm – 2:30pm

IX. How collections happen | 2:30pm – 2:40pm

X. Reporting Requirements | 2:40pm – 2:50pm

XI. Ethical Considerations with foreign trusts | 2:50pm – 3:10pm