International
Estate & Probate Services

We assist clients in preparing wills, trusts, powers of attorney, health care directives, and related estate planning documents designed to protect assets and provide clear instructions for the future. For clients with assets, business interests, or family members in multiple countries, we help structure estate plans that consider cross-border ownership, inheritance rules, tax concerns, and practical transfer issues.

We guide executors, administrators, beneficiaries, and family members through probate and estate administration matters from the initial court filings through the final distribution of assets. Our services include identifying and collecting estate property, addressing creditor claims, communicating with beneficiaries, coordinating tax-related issues, and resolving administrative concerns, including matters involving assets or heirs located in different jurisdictions.

We advise trustees, executors, administrators, and other fiduciaries regarding their legal duties and responsibilities in managing estate or trust assets. Our services include guidance on asset management, beneficiary communications, accountings, distributions, fiduciary decision-making, and dispute prevention, including matters involving beneficiaries or assets located in more than one jurisdiction.

We represent clients in contested estate matters involving disputes among heirs, challenges to wills, fiduciary misconduct, undue influence, capacity issues, and disagreements over the ownership or distribution of estate assets. For families with international ties, we help address disputes where documents, beneficiaries, witnesses, or assets may be located across borders, requiring careful coordination and strategic representation.

Our firm advises individuals, families, business owners, and investors on domestic and international tax planning matters. We assist clients with structuring transactions, business interests, investments, estates, trusts, and asset transfers in a tax-efficient manner while addressing applicable federal, state, and international tax considerations. Our international tax planning practice includes matters involving cross-border ownership, foreign assets, international investments, residency and domicile considerations, foreign trusts and estates, and transactions involving individuals or businesses with connections to multiple jurisdictions. We work closely with clients to identify tax risks, preserve assets, and develop practical planning strategies tailored to their financial, business, and estate-planning objectives.

Our firm represents individuals and businesses in federal and state tax controversies, audits, assessments, collection matters, and disputes with taxing authorities. We assist clients in responding to examinations, challenging proposed liabilities, negotiating payment arrangements and settlements, addressing liens and levies, and resolving penalties and other enforcement issues. We also advise clients on tax litigation and administrative appeals, with a focus on protecting their rights, minimizing exposure, and developing practical strategies for resolving complex tax disputes efficiently and effectively.