Carefully and thoughtfully planning and administering your estate involves many considerations – even more so when you are doing it across multiple jurisdictions. For clients outside the United States or those immigrating into the United States, it is important to plan carefully around your U.S. and international investments.
Loeb Block has close to a century of experience in advising non-U.S. clients in the structuring of their U.S. and international holdings. Our advice is holistic and takes into account the current and projected changes in tax and other laws that could affect your estate and succession plan. We specialize in advising settlors, beneficiaries and fiduciaries in the context of international trust structures by tailoring our services to your specific needs to accomplish tax-efficient wealth transfer consistent with your family goals and values. We liaise with foreign counsel to ensure that your assets are adequately protected and preserved across multiple jurisdictions. Our team also can assist with the formation of public or private foundations (including charitable foundations) or donor advised funds internationally to fulfill your philanthropic aspirations.
With experience in global compliance as well as domestic and international estate planning, you can trust Loeb Block to handle your affairs with the highest level of skill, accountability and discretion to enable your success for generations to come.
Contact us for information or to make an appointment.