In addition to the tax, estate planning and business succession advice that we provide to our domestic clients, the attorneys in our Family Wealth Group also advise our global clients with complex planning issues that arise from a client’s ties to multiple jurisdictions. In particular, we provide sophisticated international tax and estate planning advice to individuals with citizenship, residency or physical presence in more than one country, and individuals with assets or beneficiaries located across borders.  Our extensive experience includes:

  • Best methods to hold U.S. and non-U.S. property for tax, estate planning, privacy and asset protection purposes
  • Compliance advice in connection with foreign assets and income, including assistance with the IRS’s offshore voluntary disclosure program and the reduced-penalty “streamline” program
  • Advising non-U.S. persons on U.S. residency issues, including avoiding unwanted U.S. residency status
  • Pre-immigration tax and estate planning for non-U.S. persons inbound to the U.S., including advice regarding visas and green cards
  • Pre-emigration tax and estate planning for persons outbound from the U.S., including advice regarding relinquishment of a green card or U.S. citizenship
  • Establishing foreign and domestic trusts, companies and multi-tiered structures for the benefit of U.S. and non-U.S. beneficiaries in a tax efficient manner
  • U.S. income, gift and estate tax issues and reporting requirements in connection with all of the above

Our approach is a holistic one. We will work with the client’s existing advisors and attorneys in other jurisdictions as needed to ensure that the client’s tax, estate planning and other goals are met from a global perspective, and not just for U.S. purposes.

Firm Highlights

Event

17th Annual Western Boot Camp on Environmental Law

Linda Sobczynski is a featured panelist at the 17th Annual Western Boot Camp on Environmental Law virtual program. Details: Join us for a stimulating three-day immersion in environmental law at Western Boot Camp. Designed for new...

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Publication

New Round of PPP Loans: What Nonprofits Need to Know

Matt Lewis and Julie Treppa discuss "New Round of PPP Loans: What Nonprofits Need to Know."  The Paycheck Protection Program (PPP) is a lifeline for nonprofits and other businesses that are struggling to survive during...

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Event

Finalized Cost Benefit Rule Under Clean Air Act: Significant Regulatory Actions vs. Materially Adverse Effects

Buzz Hines is a panelist on this Strafford live webinar, "Finalized Cost Benefit Rule Under Clean Air Act: Significant Regulatory Actions vs. Materially Adverse Effects." Details: This CLE webinar will address the final rule...

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Publication

Data Center Business Deals Gone Bad, and the Risks of the “Known in the Industry” Defense

Exploring business partnerships often involves or even requires sharing highly confidential and even trade secret information. The data center industry is no exception, and its participants have in recent years faced litigation focused around...

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Publication

Pandemic Restriction Challenges Face Uphill Battle in California

On Dec.16, 2020, in Midway Venture LLC v. County of San Diego, the San Diego Superior Court preliminarily enjoined enforcement of two COVID-19-related California public health restrictions as applied to two adult entertainment businesses...

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Event

Bisnow Digital Summit: California Opportunity Zones Update

Julie Treppa will be speaking at Bisnow's Digital Summit: California Opportunity Zones Update virtual program, "An Update on Opportunity Zones Today." Details: How will the Biden administration change the OZ program? Did the pandemic sideline...

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News

Jeffrey Hamilton Named a 2021 Leadership Council on Legal Diversity Fellow

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Publication

Cannabis and Hemp-Derived Products Subject to New Proposition 65 Warning Requirements in California

California’s regulatory framework for cannabis and hemp-derived products, including CBD, continues to evolve, most recently via updated Proposition 65 warning requirements that came into full effect Jan. 3, 2021. As of that date, anyone...

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News

Farella Advises 10x Genomics on Purchase of Retail Center Site

Northern California legal powerhouse Farella Braun + Martel represented Pleasanton-based biotech company 10x Genomics in its purchase of a 14.6-acre former shopping center site in Pleasanton at 1701 Springdale Ave., where it plans to...

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News

Nevada Links Wins Summary Judgment Motion in Case Brought by United States

Northern California legal powerhouse Farella Braun + Martel successfully defended Nevada Links, Inc., the owner of a championship golf course in Las Vegas, Nevada, in a $100 million lawsuit brought by the United States...

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