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

Publication

Emerging Contaminants: Coming to an NRD Site Near You!

What Are Emerging Contaminants? Emerging contaminants are chemicals in the environment for which the health risks—both human and ecological—remain unknown. They are also sometimes called contaminants of emerging concern, since the chemicals, or products...

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Publication

The Uncertain Future of California’s Vehicle Emission Standards

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News

Linda Sobczynski Accepted Into 2019 Clean Energy Leadership Institute Fellowship Program

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Publication

CBD in Foods and Beverages? Not Quite Yet

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News

Farella Braun + Martel Wins Benchmark Litigation 2019 San Francisco Firm of the Year Award

SAN FRANCISCO, March 15, 2019: Farella Braun + Martel announces it has been named “San Francisco Firm of the Year” by Benchmark Litigation . Farella Partner Douglas Young accepted the award on behalf of...

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Publication

Ninth Circuit Asks the California Supreme Court to Interpret the Scope of Personal Injury Coverage

On January 15, 2019, the Ninth Circuit certified the following question to the California Supreme Court: Does a commercial liability policy that covers “personal injury,” defined as “injury… arising out of… [o]ral or written...

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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

Advancing the Careers of Women in the Environmental Practice: Obstacles & Opportunities

Sandra Edwards, Speaker, Advancing the Careers of Women in the Environmental Practice: Obstacles & Opportunities Join ELI-WELL for an inclusive conversation with women leaders in the environmental practice, exploring the unique challenges and opportunities women...

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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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News

Prior Litigation Can Impact Coverage in Future Disputes

GlobeSt.com March 6, 2019 "Prior Litigation Can Impact Coverage in Future Disputes" Insurance Recovery Senior Associate Shanti Eagle discusses how positions taken by insureds in prior litigation can impact or foreclose coverage in subsequent disputes...

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