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

Eviction Moratoriums and Commercial Leasing: Current Issues

Farella's Tony Schoenberg and Jonah Trotz with guest speakers Marsha Ramsey and Margaret Duskin of Cushman & Wakefield discuss "Eviction Moratoriums and Commercial Leasing: Current Issues." The pandemic has had wide ranging impacts on...

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Event

Natural Resource Damages Conference

Sarah Bell is a program co-chair of Law Seminars International's 14th Annual Advanced Conference on Litigating Natural Resource Damages Santa Fe.   Sarah and James Colopy are speakers at the August 12 session "Sources of...

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Publication

The FASTER Act: What Companies Need To Know About the New Food Allergy Law

While the Food Allergy Safety, Treatment, Education, and Research Act (FASTER Act) only makes a minor change to add sesame as a major food allergen, it signals the government’s intent to closely examine food...

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Event

SCOTUS Copyright Fair Use Decision: Google vs. Oracle Recap and Takeaways

Join speakers, Eugene Mar and Erik Olson, in the discussion on "SCOTUS Copyright Fair Use Decision: Google vs. Oracle Recap and Takeaways." After more than a decade of litigation that included multiple trials and...

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News

What’s Ahead for California Wine Industry With Laws and Regulations - Q&A

More than wine, area lawyers specializing in the wine business have been forced in the past year to take on a number of critical issues. That includes regulations that were put in place to help...

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News

NCRC Applauds Administration’s Announced Move To Rescind Disastrous Trump-Era CRA Rule Changes

The Office of the Comptroller of the Currency (OCC) announced it will propose to rescind its controversial Trump-era rules weakening the Community Reinvestment Act (CRA) and work with other banking regulators to adopt a clear, strong...

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Publication

Fire Season Preparedness: What Wineries Should Do Now - Video

Farella's Quinn Arntsen and MaryJo Lopez with guest speaker Christopher Thompson of Napa Communities Firewise Foundation discuss "Fire Season Preparedness: What Wineries Should Do Now." California is at the start of another dry year...

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News

Four Farella Intellectual Property Partners Named 2021 IP Stars; Firm Recommended for Patent Litigation

Farella Braun + Martel’s James L. Day , Jeffrey M. Fisher , Eugene Mar , and Stephanie P. Skaff  have been named IP Stars by Managing Intellectual Property in its 2021 guide to the...

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News

Farella Braun + Martel Attorneys Named to 2021 Northern California Super Lawyers and Rising Stars

Thirty-seven Farella Braun + Martel lawyers were named to the Super Lawyers and Rising Stars lists of top attorneys in Northern California for 2021. 2021 Farella Northern California Super Lawyers: George Argyris – Estate...

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Publication

In Verizon Decision Careful Review of Insurance Policies Expands Coverage

In Verizon Communications Inc. v. National Union Fire Insurance Co. of Pittsburgh, Pa ., the Delaware Superior Court ruled that Verizon was entitled to a defense under its D&O policy for fraudulent transfer claims. Although...

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