For individuals and families who own real estate property and substantial personal property in foreign countries, or individuals planning to receive a gift or an inheritance that includes foreign assets, we can assist with ensuring compliance with US tax laws. Factors such as US Estate tax laws and citizenship status can make foreign estate planning complex and difficult to navigate. Our goal is to simplify the process through knowledgeable counsel.
We advise our clients in a variety of areas including:
Tax and Estate Planning for U.S. individuals with a non-citizen spouse or family members
Tax and Estate planning for U.S. individuals with foreign assets
Pre-Residency Tax Planning and Exit Tax Planning
US Tax Reporting Requirements of Foreign Bank and Financial Accounts (FBAR), gifts or bequests from foreign persons