U.S. & International Tax & Estate Planning

Plan Now or Pay Later

Proper planning saves money, preserves and protects wealth from creditors and others, and reduces family discord.  Planning is essential for everyone.  We find many plans are overly complex and cumbersome, so much so that people do not actually follow the plan making it worthless.  We develop plans and restructure holdings to not only save taxes and protect wealth but also make sure the plan is simple enough to be workable and actually followed.   A great plan without implementation is not worth the paper it’s written on.  Our plans take into account one of the most important aspects, family dynamics. Family dynamics is often times more important than taxes and creditor protection.

Our clients include U.S. and non-U.S. patriarchs, matriarchs, and families with interests in the U.S. and outside the U.S. Prior to developing a plan we learn about our client and family, family dynamics, future plans, his or her goals and wishes and his or her assets and holdings. Each client is unique, and we will develop unique plans.  Some clients want to save taxes while others are less concerned and want control or to protect wealth.   We use our legal and life experience to advise our clients and develop a practical and workable plan.

Our services include the following:

  • Estate Planning
  • Pre-Immigration Tax Planning
  • Structuring and restructuring holdings in the USA and outside the USA 
  • Representation of Non-residents of the USA
  • Preparation and implementation of Trusts including:
    • Intentionally Defective Grantor Trusts
    • GRATS
    • Irrevocable Life Insurance Trusts
    • Revocable Trusts
    • Dynasty Trusts
  • Act as a Trustee
  • Create corporate structures including Family Limited Partnerships or Family Limited Liability Companies
  • Business Succession Planning
  • Wealth Planning, Prenuptial Agreements, Post Nuptial Agreements
  • Wills, Durable Power of Attorneys, Living Wills, Healthcare Surrogates

Contact Us

If you are looking to prepare and protect your wealth and family, please contact us right away. We look forward to working with you soon.