Trust & Estate Planning

When estate-planning for clients, our firm structures the transfer of clients’ assets to meet all of our clients’ objectives in the simplest and most efficient fashion.

Foreign persons with property legally considered to be US-based property should also consider planning their estates.  This consideration is particularly important when the value of such US-based property exceeds $60,000. Thus, foreign individuals who believe they reach this threshold should strategically plan the transfer of their property to minimize the impact of gift, estate or generation skipping taxes.