Our Practices
Estate and Income Tax Planning
International Estate & Tax Planning for Non-Citizen U.S. Residents
We can help guide you through estate and tax planning whether you or your assets reside in the U.S. or overseas.
In today’s society, it is commonplace for individuals and their assets to be spread across the globe.
Whether you or your assets reside in the U.S. or overseas, we can help guide you through estate and tax planning. We offer advice on succession and tax planning from a U.S. perspective and collaborate with advisors in the appropriate jurisdictions to coordinate planning for any non-U.S. assets. We also counsel non-citizen U.S. residents on the estate and gift tax rules that apply to them in the U.S., even if they do not own any assets outside of the country.
- Estate and Income Tax Planning
- Wealth Preservation (NINGs, DINGs, SLATs, GRATs)
- Special Needs Planning
- Special Purpose Trusts
- International Estate & Tax Planning for Non-Citizen U.S. Residents
- 1031 Exchange
- Qualified Opportunity Zone Program
- QSBS Planning
- Tax Residency: Snowbird Counsel
- Estate and Trust Administration
- Business Succession Planning
- Corporate Tax & Reorganization
- Tax Controversies
- IRS & State Tax Collection Defense
- Sales & Use Tax
- Tax Investigations and Defense
- IRS & State Voluntary Disclosures & Compliance
- International Tax
- Trusts & Estates Litigation, Guardianships and Fiduciary Counseling
Services
