International Estate Planning

We regularly work with international families – where family members are citizens and residents of different countries or own assets and investments in different countries – and their foreign advisors. We help U.S. and non-U.S. citizens and residents plan their world-wide gift and estate plans. We analyze and coordinate the U.S. and California laws together with our clients’ foreign advisors to help our clients achieve their world-wide family wealth goals in a tax-efficient and appropriate way.

Our services include:

  • Developing the U.S. and non-U.S. persons’ estate and gift plan
  • Advising on U.S. tax rules and the California rules regarding property ownership and character
  • Coordinating with foreign counsel
  • Designing plans that minimize double taxation
  • Advising on the implications of becoming a U.S. and/or California resident
  • Planning for immigration to the U.S.
  • Advising on the U.S. tax impact of owning assets in the U.S. and/or California
  • Coordinating with the client’s accountant on U.S. tax reporting requirements