Track record
Establishing irrevocable trusts
Represented US clients on establishing irrevocable trusts for asset protection and US estate tax minimization, including pre-IPO trusts, Spousal Lifetime Access Trusts and Intentionally Defective Grantor Trusts.
Estate planning with US connections
Represented clients on estate planning with US connections, including cross border estate plans, living trusts and life insurance trusts, and coordinating planning with other jurisdictions (e.g., Hong Kong, Singapore, UK, Canada, China, Taiwan, etc.).
Restructuring and managing offshore trust
Represented US clients with restructuring and managing their offshore trust interests and asset holdings, and assisted US clients with “decanting” their offshore trust interests into US trusts.
Structuring offshore trusts
Represented non-US clients and families on structuring offshore trusts in a tax efficient manner, particularly those with US beneficiaries and tax inefficient holdings.
Tax audits and voluntary disclosures
Assisted individuals with various tax audits and voluntary disclosures with the US Internal Revenue Service.
Tax efficient planning
Represented non-US clients on tax efficient planning related to immigration to the US, including establishing pre-immigration trusts.
Tax efficient planning
Represented US clients on tax efficient planning related to the relinquishment of US citizenship and lawful permanent residence status (i.e., expatriation), including treaty planning and establishing pre-expatriation trusts.
Training events and seminars
Fequent speaker at various training events and seminars at international banks, external asset managers, professional organizations and family offices.
US tax planning
Advised on US tax planning related to international probates with US connections.