Our Services:

International Fiduciaries

Foreign fiduciaries, such as trustees of foreign trusts, executors of foreign estates, and directors of foreign corporations, need specialized legal services to navigate complex US tax laws and compliance requirements. Our services include:

Tax treatment of property transfers between US persons and foreign trusts.

Trustee actions to mitigate adverse tax consequences for US beneficiaries.
Trust restructure options for beneficial tax results.

International Families Benefiting US Family Members

Wealthy foreigners often have family members in the US and need to ensure their financial support is tax-efficient and legally compliant. Our services include:

Tax planning for distributions from foreign trusts to US beneficiaries.
Strategies to avoid US gift tax on transfers of US-situs assets.
Asset protection from creditors and US estate tax.
Planning for US real estate transfers and sales to avoid excessive taxation.

Individuals Immigrating to the US

We assist wealthy foreigners in restructuring their assets and businesses before immigrating to the US to avoid adverse tax consequences. Our services include:

Pre-immigration tax planning and restructuring.
Basis adjustment planning and tax-free transfers into domestic trusts.
Compliance with US anti-deferral tax regimes.

High Net Worth Americans

We provide comprehensive estate, tax, and asset management planning for wealthy Americans to ensure their wealth is transferred efficiently and in accordance with their wishes. Our services include:

Domestic estate planning, including testamentary and lifetime wealth transfer planning.
Charitable planning and business planning for closely-held businesses.
Estate administration and expatriation planning.

Investors

US tax treatment of loans and transfers involving foreign trusts.
Compliance with US reporting obligations and asset-protection laws.

Foreign investors looking to invest in the US need to navigate complex tax and compliance landscapes. Our services include:

Planning for effectively connected income (ECI) and FDAP income.
Strategies to avoid branch profits tax and take advantage of debt financing.
Tax-free liquidation of US corporations holding investments.

International Tax Law