Tax

Bilzin Sumberg's Tax attorneys provide highly customized tax and estate planning services for U.S. and foreign high net worth individuals, families and closely-held businesses. They assist personal representatives, trustees, and beneficiaries with estate and trust administration and advise fiduciaries and beneficiaries in contested or potentially contested trust and estate matters. Often partnering with clients' accountants and investment advisors, the firm's attorneys assist in structuring clients' U.S. and foreign investments to maximize U.S. tax advantages and advise them on tax-efficient methods of transferring those investments to succeeding generations. Often, tax considerations influence client decisions to move from one country to another or to invest in or acquire assets in another country, including the United States. The firm's attorneys work closely with high-net worth individuals and cross-border families in creating and implementing globally tax-efficient wealth transfer planning vehicles and structures for both inbound investments into the United States and outbound investments into non-U.S. countries, in addition to pre-immigration planning in anticipation of moving to the United States, and expatriation planning.