Domestic and International Estate Planning

With the explosive growth in international investments, residency, and citizenship, more and more taxpayers require the services of a trained professional to properly address critical issues of international estate planning.

Domestic and international estate planning services are offered to assist the client in protecting their assets, and to minimize their taxation exposure, both in the United States and abroad. It sometimes ties in with other areas. See the tabs on this website regarding Asset Protection and Wealth Preservation, and International Professional Collaboration.

With the explosive growth in international investments, residency, and citizenship, more and more taxpayers require the services of a trained professional to properly address critical issues of international estate planning. Whether you are a foreign national or an American citizen, whether you are located in the United States or abroad, whether you are confronted by these issues only occasionally, or on a regular basis, this is a necessary and practical service to help navigate the complex planning and regulatory compliance issues, both legal and tax, involved in international estate planning.

A client might need to secure representation regarding the principles and procedures of international asset management, and addressing the conflict of law issues central to determining which country’s laws apply for nonresident aliens, United States citizens, and resident aliens. A client might also require assistance regarding the strategies, techniques, and practical applications to effectively meet their international estate planning needs. Sometimes key issues, such as compliance, treaty, choice of law, and estate administration problems are called into question. There are occasionally also client concerns about FATF or anti-money laundering and offshore compliance, as well as questions about foreign jurisdictions to provide comparative insights on different topics, including:

  • Wills, probate, and administration
  • Marital and family rights
  • Special tax considerations
  • U.S. tax treaties
  • Trusts and alternative vehicles for the international and offshore clients
  • Considerations pertaining to particular foreign jurisdictions
  • Ethics, transparency, and asset protection in a global world

Please contact us to see if we can help.