Houston Office (and Mailing Address):
2200 Post Oak Blvd., Suite 1000, Houston, TX 77056
201 S. Lakeline Blvd. Suite 901, Austin, TX 78613
A boutique law firm dedicated to providing sophisticated international estate and tax planning advice to high-net-worth clients.
I have a multi-jurisdictional practice, focusing on the design, implementation, and administration of international trust and entity structures. I assist U.S. and non-U.S. clients with carrying out their estate planning and asset protection goals, and I am well versed in international tax and treaty issues faced by clients connected to more than one jurisdiction. I have developed a niche practice within my field, in which I help plan around the throwback-tax regime that applies to U.S. beneficiaries of foreign non-grantor trusts. I also help non-U.S. individuals structure tax-efficient lifetime and testamentary gifts to their U.S. family members, and I assist clients in bringing unreported foreign structures into full compliance with the Internal Revenue Service.