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Trust and Estates

Family Wealth Preservation

We help Americans living abroad to minimize their taxes, to resolve prior non-compliance tax issues, and to reduce IRS non-compliance penalties. We offer solutions to both simple and highly intricate expat cases and specialize in complex expat tax services such as Offshore Voluntary Disclosure Program and Streamlined Program for Low Risk Taxpayers.

Living abroad does not automatically qualify a US taxpayer as a nonresident. We will help determine residency status, file a State income tax return and provide State tax planning. Our clients reside in more than 50 countries and appreciate our expertise, knowledge of tax codes, personal approach and commitment to minimizing their tax burden.

We let you breathe easier about expatriate tax compliance and focus on things and people you love.

Get Tax Help

Types of trusts

  • Foreign Grantor Trust
  • Foreign NonGrantor Trust
  • Domestic Revocable Trust
  • Domestic Irrevocable Trust

Tax Planning and Consultations

  • Wealth transfer strategies formulation
  • Tax planning for U.S. beneficiaries of a foreign trust¬†
  • Tax planning for U.S. beneficiaries of a domestic trust¬†
  • Annual Planning and projections for trusts
  • Bitcoin Tax Matters
  • Trust ownership of foreign stock

Tax Compliance

  • Preparation of the Annual Trust tax returns
  • Preparation of Estate and Gift Tax Returns
  • Reporting Trust Funding
  • International Reporting Trust Compliance

Administration

  • Trust administration
  • Tax Minimization
  • Trust accounting
  • Distributions to beneficiaries¬†
  • Liaising with other professionals

Tax Controversy Resolution

  • Assistance with IRS inquiries
  • IRS Audit Defense
  • Penalty Abatement