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Chair, International Trust and Estate Planning
Specialism: Lawyers Barristers - Family and Matrimonial, Non-contentious Trusts, Estate Planning
Company: Loeb & Loeb
Location: Los Angeles , USA
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Average client size: Over £25 million
Fixed fee offering: No
Number of offices globally: More than 5
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Recent cases include:
- Advised trustees of non-US trusts regarding tax-effective restructuring and reporting in light of trust beneficiary immigration to California and the effects of US and California tax laws. I worked in coordination with the client’s English trust counsel.
- Engaged in estate planning to facilitate the continuation of a family business in alignment with tax efficient strategies. Counsel included analysis of estate planning for entities inside and outside the US. The estate is worth in excess of $400 million.
- Advise on cross-border income tax and treaty plans for US persons, including high-profile celebrities, that live in work in various jurisdictions and must adhere to numerous tax laws.