International Estate & Tax Planning

Our firm is as international as our clients – we maintain networks of relationships throughout the world and our office is composed of attorneys and staff with deep connections abroad. Our commitment to our international clients distinguishes our firm as we strive to remain interconnected to the international legal issues facing our client’s estate and tax planning so as to coordinate and synergize their international affairs with their domestic US planning.

Our attorneys are highly experienced and skilled with planning for non-resident aliens, visa holders, permanent residents, and other foriegn persons whose estate and tax planning presents special concerns both as to legal structure and tax structure. International estate planning structures often must address issues far beyond ordinary structures with regard consideration of nationality of beneficiaries and fiduciaries, issues of cross-border children, and interrelationship with foriegn estate plans. Not only that, international estates frequently involve complex US domestic tax planning due to the Internal Revenue Codes frequent disparate treatment of non-resident alien persons  from US domestic persons. Our firm prides itself on catching these issues early and building practical, efficient, and effective solutions for our clients’ multinational estates.

Further, our attorneys frequently coordinate administration of estates with foreign legal professionals from China (PRC), Hong Kong (SAR), Taiwan (ROC), Singapore, Malaysia, Japan, Canada, United Kingdom, France, Switzerland, and many others as service of the United States counsel for international families. As part of this practice, our attorneys are also familiar with international structures such as offshore trust planning of the Cook Islands, Cayman Islands, British Virgin Islands, and the Bahamas.