Personal attention at the highest level.

At Loeb Block, we have spent the better part of a century building a practice that you can trust with your most important personal and business matters, whether in the United States or internationally. Entrust us with your legacy, and count on us to serve you with honesty, experience and the highest level of skill.

How can we help?

I am not a U.S. citizen. Do I need to file a tax return for my investments in the United States? Learn more >
My family business needs succession planning for the next generation; where do I start? Learn more >
I know there can be harsh penalties for non-compliance; how can I be sure I am fulfilling all my tax and reporting obligations? Learn more >
My family members are based in different countries. How can I make sure that my succession will be handled in a tax-efficient and discrete manner since I have investments in the United States in addition to those in my home country? Learn more >
What is the most tax-efficient structure for my personal assets? Learn more >
How do I create a corporate governance plan for our family companies? Learn more >
I don't live in the United States but I received a letter from the IRS. What should I do? Learn more >
I am not a U.S. citizen and live outside the United States but am considering moving to the United States permanently. What do I need to do? Learn more >
My business is negotiating a credit agreement; what should I know? Learn more >
I think a family member is an "accidental" U.S. citizen; what should I do? Learn more >
Do I need a Last Will and Testament? Learn more >
How many days can I spend in the United States without being taxed on my worldwide income? Am I eligible for treaty relief? Learn more >
Should I settle my trust in New York, Delaware, or South Dakota? Learn more >
My child is studying in the United States on a student visa. Is she exempt from U.S. taxation? Learn more >
Is a directed trust the right choice for me and my family? Learn more >
Am I subject to U.S. estate or gift taxes as a non-citizen? Learn more >
I want to establish a trust. What are my options? Learn more >
Is a directed trust settled in the United States right for me and my family even though I don't live there? Learn more >
Can I be my own trustee? Learn more >
How can I make a tax-deductible donation to my favorite non-U.S.-based charity (that doesn't have a U.S. tax exemption)? Learn more >
I live outside of the United States, but have rental property, a vacation home and/or investment accounts there. Do I need a U.S. will or trust? Learn more >
I want to buy real property in the United States but don't live there. What do I need to know? Learn more >
I want to invest in a real estate fund. What investment structure should I consider? Learn more >
I need help negotiating a personal line of credit with my private bank. Learn more >
How can I make sure my international investments are globally compliant? Learn more >
How do I enter into a prenuptial agreement that will be respected in every jurisdiction that I am likely to live in? Learn more >
My family office is interested in signing a commercial lease for office space. Learn more >
My family has owned our family business for decades, but we are now looking at selling; how do we start the process? Learn more >
In what jurisdiction should my personal investment company be organized? Learn more >
Are my financial advisors doing all they should to minimize burdensome tax payments and reporting requirements? Learn more >

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