Trust & Estates

International Trust & Estate Planning

At Packman, Neuwahl & Rosenberg, we assist non-U.S. citizen and non-U.S. resident high-net-worth individuals and their families preserve and enhance their wealth for current and future generations with trust and estate planning.

Our international tax team at Packman, Neuwahl & Rosenberg has nearly one hundred years of combined experience advising and providing personalized services to non-U.S. citizen and non-U.S. resident individuals and their families from all over the world in a wide range of trust and estate tax planning matters. We aim to provide U.S. tax advice that is not only efficient and adds value to our clients, but we also strive to provide our clients with comfort in understanding these complex legal matters.

Our international tax team at Packman, Neuwahl & Rosenberg provides U.S. tax advice and legal counsel on:

  • International trust planning and administration, including during the lifetime of the settlor and upon his or her death
  • Wealth preservation
  • Business continuation and succession planning
  • Application of Foreign Account Tax Compliance Act (“FATCA”)

We also work with many U.S. and non-U.S. trust companies and advise the trustee and the beneficiaries as to the more relevant U.S. tax and reporting obligations that the trustee may have in connection with serving as the trustee, in particular with respect to certain U.S. person beneficiaries of any trust.

To complement the above services, we also provide U.S. tax advice with the respect to the formation, operation, reorganization, redomiciling , dissolution and U.S. tax-related classification of certain non-U.S. entities, which are often essential components of any international trust and estate plan.