8880 Rio San Diego Drive, Suite 800
San Diego, CA 92108
619-209-6118
International Estate Planning
If you are an individual who:
- Owns homes outside the U.S.
- Has children, a spouse or parents who live in other countries
- Has a spouse who is not a citizen
- Works for a multinational corporation in an office abroad
- Is a “foreigner” who has investments in the United States
- Has international investments
Such individuals have unique concerns when providing for their families and protecting their commercial interests in the event of death or incapacity, and almost always require high-level advance planning because they are subjected to different estate and income tax laws.
We focus on each client’s individual needs to develop a customized plan, which generally addresses the following:
- International income and estate taxes, including the creation of U.S. and non-U.S. entities and structures
- U.S. gift and generation-skipping transfer taxation
- Jurisdiction selection and conflicts of laws
- Specialized planning to anticipate future jurisdictional changes
- Protection and transfer of assets to local and foreign beneficiaries
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