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

News

Last Major SF Transbay Tower, Affordable Housing at Risk of Delays

Real Estate/Land Use and Development Partner Charles (C.J.) Higley shares his thoughts on why the 546 Howard St. tower project deserves priority for approval. Read the full article here .

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Event

Identifying and Preparing Expert Witnesses for Trial

How do you identify the key experts you need for trial? Once you have them, what are the best practices for preparing them for trial? How do these practices vary depending on your venue, and...

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Event

CWA Regulation of Discharges to Groundwater: Permitting Uncertainty in Light of Circuit Court Split

Sarah Bell will speak on the Strafford live webinar, "CWA Regulation of Discharges to Groundwater: Permitting Uncertainty in Light of Circuit Court Split." This CLE webinar will discuss the "indirect discharge" theory of Clean...

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Publication

Individual Accountability in the Huawei Trade Secrets Prosecution

In the ongoing legal battle over the alleged theft of American trade secrets by Chinese telecom giant Huawei, one curious aspect is the lack of charges filed against any individual Huawei employees. On February...

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News

Judge Finds Grounds to Sue California Insurance Commissioner for Refusing to Investigate Industry Fraud in Recent Wildfire Claims

Lawsuit Alleges Insurance Industry Has Illegally Used Unlicensed Out-of-State Adjusters to Cheat Victims of 2017 and 2018 Wildfires SAN FRANCISCO, April 1, 2019: A judge is permitting a survivor of the 2017 Tubbs Fire...

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Publication

Attorney General Finds Impact Fees on Density Bonus Projects Invalid

In response to questions from a variety of cities across the state regarding the application of “public benefit fees” to density bonus projects, the State Attorney General’s Office published an opinion on April 9...

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Publication

The 10th Circuit Correctly Construes “That Particular Part” Narrowly

We do not often write about coverage opinions from jurisdictions as far away as Oklahoma; however, a recent case from the Federal Tenth Circuit looked at one of our favorite topics and came out...

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News

How to Plan for a Smooth Transition of Your Family Business

Family Wealth Senior Associate Lauren Galbraith discusses how family internal dynamics play a role in transferring significant assets, especially a business, between generations. Link to read the full article.

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Event

North Coast Cannabis Industry Conference

Farella Braun + Martel is proud to underwrite the North Coast Cannabis Industry Conference featuring keynote speaker Aaron Smith, co-founder and executive director of the National Cannabis Industry Association. The event will also feature...

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Publication

Who 'Owns' a Secret? Whether Trade Secret Licensees Have Standing to Sue in California

If the eye-popping damages awards in several recent lawsuits are any indication, companies are increasingly coming to see their private information as one of their most valuable assets—and California juries apparently agree. For example,...

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