Practices & industries
International Trust & Estates
Overview
Day Pitney attorneys in the International Trusts and Estates practice group are members of the Private Client department and focus on planning for U.S. citizens who reside in or have assets abroad; non-U.S. citizens who reside in, are moving to or want to invest in the United States; and multinational families with assets and/or family members in more than one country, including the United States. Our lawyers strive to combine the highest level of cross-border tax planning with careful attention to non-tax issues.
With extensive experience spanning several different sectors, our team is uniquely suited to assist global families with understanding and navigating the complexities of the ever-changing U.S. tax and compliance environment. To accomplish these objectives, our international trusts and estates attorneys assist in:
- Structuring the ownership of worldwide assets of multinational families, using trusts, corporations, limited liability companies and other entities based offshore as well as in U.S. jurisdictions.
- Pre-immigration tax planning for non-U.S. persons preparing to move to the United States.
- U.S. estate planning for non-U.S. citizens residing in the United States, including preparing qualified domestic trusts and multinational wills to dispose of foreign assets.
- Advising U.S. beneficiaries and trustees of foreign trusts on the creation, administration and domestication of foreign trust structures.
- Pre-expatriation tax planning for clients who wish to renounce their U.S. citizenship or surrender their U.S. green card.
- Advising foreign clients on investing in U.S. real estate, business ventures and financial assets.
- Advising families on long-term governance and planning.
- Consulting regarding the creation and operation of family offices and private trust companies.
- Advising clients on compliance with U.S. tax laws and on the most advantageous method of voluntary disclosure if they have not previously been compliant.
Through our wide network, we regularly are able to bring in lawyers around the world with whom we work closely in such areas as foreign trusts and taxation, real estate, corporate, immigration law, and litigation.
Related Practices and Industries
News & Insights
Thought Leadership
- Delivering Excellence Across Generations and Borders, February 13, 2025
- Generations Newsletter - Winter 2024, December 30, 2024
- Estate Planning Update - Winter 2024, December 30, 2024
- U.S. Tax Planning for Non-U.S. Persons, Assets and Trusts - An Introductory Outline, September 18, 2024
- Are You Required to Participate in Bureau of Economic Analysis' Benchmark Survey?, May 1, 2023
Events
- Day Pitney Hosts Thought-Provoking Palm Beach Family Office Forum, May 19, 2023
- Investing in Art, October 17, 2018
News
- Sarah Jacobson Joins the STEP Miami Board of Directors starting in January 2025, December 12, 2024
- Day Pitney Secures Solutions for International Americans Award at the Family Wealth Report Awards 2024, May 6, 2024
- Day Pitney Continues to Grow Private Client Department with Addition of Miami-based Partner Melissa Rodriguez, December 18, 2023
- Day Pitney Elects Its Largest Class of New Partners, January 4, 2022
- Chambers High Net Worth Recognizes 20 Attorneys for Private Wealth Law, July 26, 2021
Related Content
U.S. Tax Planning for Non-U.S. Persons, Assets and Trusts - An Introductory Outline
RECOGNITION*
Named "Law Firm of the Year," in the "Best Law Firms" Trusts and Estates Law category by U.S. News & World Report and Best Lawyers®, 2021 Named a Finalist for "Legal Team of the Year," by Family Wealth Report, 2021
Shortlisted for "Best Law Firm - Estates and Trusts" by Private Asset Management Awards, 2021
Shortlisted for "USA Private Client Team of the Year – East Coast," by Chambers HNW (Chambers & Partners), 2020
Named "Best Law Firm – Estates and Trusts" by Private Asset Management, 2020
Shortlisted for "Legal Team of the Year," by Family Wealth Report, 2019
Named "Law Firm of the Year" by Family Wealth Report, 2017 Finalist in "Accounting, CPA or Law Firms Serving Family Offices" category for Family Wealth Alliance Best in the Industry Awards, 2018
Shortlisted in two categories, "Best Private Client Law Firm" and "Best Trusts and Estates Division," by Private Asset Management (PAM), 2018
Shortlisted in two categories, "Legal Team of the Year" and "Family Wealth Counseling," by Family Wealth Report, 2018
Named a Family Office "Industry Awards" Finalist by Wealth Management
Ranked as "Highly Commended" in categories for "Best Private Client Law Firm" by Private Asset Management (PAM), 2017, 2019
Shortlisted for "Law Firm of the Year" by Family Wealth Report, 2016
Ranked Nationwide, and Band 1 in Private Wealth Law, CT and MA, by Chambers HNW (Chambers & Partners), 2016-2020
Ranked Band 1 in Wealth Management, Nationwide, by Chambers USA (Chambers & Partners), 2010-2016
*No aspect of these advertisements has been approved by the Supreme Court of New Jersey. See Awards Methodology. AFFILIATIONS Family Office Association, Resource Council Member