International Estate Planning
Addressing the Complexities of International Wealth Transfer
We offer a range of services to address the unique challenges of international wealth transfer:
Strategic Planning and Document Preparation
We draft and implement legal instruments such as wills and trusts, including Qualified Domestic Trusts (QDOTs), tailored to a client's global asset portfolio and family objectives.
Cross-Border Tax Analysis
We advise on U.S. estate, gift, and income tax laws as they apply to international clients, and we use our expertise to create tax-efficient structures for investments and transfers.
Treaty Navigation
We analyze and apply income and estate tax treaties to minimize a client's overall tax burden and prevent assets from being taxed in multiple countries.
International Coordination
We work collaboratively with foreign legal counsel and tax advisors to ensure that all aspects of an estate plan are coordinated and effective across different countries.
Reporting and Compliance
We guide clients on their U.S. information reporting obligations for foreign accounts, assets, and trusts, such as under FATCA.
Estate and Trust Administration
We assist fiduciaries with the administration of international estates, coordinating with foreign counsel to manage the probate process for assets located abroad