Estate Planning &
Wealth Protection
For U.S. and Cross-Border families
Wills & Trusts
Probate Avoidance
Asset Protection
Family Wealth Planning &
Aging Parent Planning
Probate & Trust Administration
Guidance through complex transitions
Formal Administration
Trust Settlement
Fiduciary Guidance &
Ancillary Probate Matters
International & Cross-Border Planning
For foreign nationals, investors, and global families
Foreign Ownership of U.S. Assets
International Estate Planning
Cross-Border Structures
Pre-Immigration Planning &
International Family Planning
Tax & Business Advisory
Strategic advisory for businesses and international clients
International Tax Strategy
Business Structuring
IRS Matters
Entity Formation &
Succession Planning