Expatriation and tax compliance planning
Assisted individuals with relinquishing their US citizenship or green cards and their US tax compliance and reporting obligations.
Offshore trust planning
Advised non-US clients on trust planning, particularly with respect to families with US assets and/or US beneficiaries.
Restructuring and managing offshore trusts
Advised clients on structuring and restructuring trusts from a US and international perspective.
Estate planning
Assisted in preparing complex estate plans for individuals with worldwide assets, including drafting wills and enduring powers of attorneys and coordinating planning with other jurisdictions (e.g., Hong Kong, Singapore, US etc.)
Family trust work
Advised multi-jurisdictional families on the establishment and operation of trust structures for international tax, succession and asset protection purposes.