Band 2
Provided by Michelle Graham
Private Wealth Services
Tax
Cross-Border Tax Planning
Michelle Graham focuses her practice on estate planning and tax planning strategies for domestic and international clients. She advises U.S. and non-U.S. individuals on tax planning matters, including strategies to minimize global taxation and IRS compliance regarding foreign reporting.
Michelle works with non-U.S. individuals investing in the United States and U.S. individuals residing abroad on their U.S. tax filings and global estate planning. Her cross-border experience spans Latin America, Asia, Europe, Australia, Canada, and the Middle East. She also assists migrating clients, including corporate executives moving between states or internationally, and those retiring or acquiring second homes in California.
In addition, Michelle advises on complex planning issues for family businesses, including structuring and implementing intra-family sales, buy-sell agreements, and family business succession planning.
Michelle has been recognized by Chambers High Net Worth Guide in the area of Private Wealth Law – Southern California since 2020.
Academician, International Academy of Estate and Trust Law (IAETL)
Fellow, American College of Trust and Estate Counsel (ACTEC)
Member, Board of Directors, U.S.- Mexico Bar Association (Barra de Abogados Mexico-Estados Unidos) - Tax Section
Member, San Diego Board of Directors, STEP (Society of Tax and Estate Practitioners)
Member, ACTEC
Chair, ACTEC International Estate Planning Committee
Member, ACTEC International Estate Planning Membership Committee
Member, ACTEC Programs Committee
Member, ACTEC Financial Action Task Force Committee (FATF)
Co-Chair, ALI CLE International Trust and Estate Planning Conference, 2019-Present
Member, San Diego County Bar Association - Taxation and International Law Sections
Member, California State Bar Association - Taxation and Tax-Exempt Organization Section
Member, American Bar Association
Former Member, Scripps Health Foundation Gift Planning Advisory Board
Former Member, KPBS
Member, San Diego Planned Giving Roundtable
San Diego Estate Planning Council
Former President
Former Treasurer
Member, University of San Diego - Planned Giving Advisory Committee
Former Member, San Diego Humane Society Advisory Board
Chairman of the Board of Directors, San Diego Arthritis Foundation Board of Directors, 2000-2001
Member, Arthritis Foundation's National Planned Giving Committee, 1996-2001
LL.M., Taxation, University of San Diego School of Law
J.D., University of San Diego School of Law
M.A., International Business, University of San Diego
B.S., Southern Methodist University
Provided by Chambers
Michelle Graham acts for high net worth families on their domestic and international estate planning needs. She is particularly regarded for her focus on cross-border tax planning.
Provided by Chambers
Michelle is very sophisticated, and her technical expertise with family business succession planning options and implementations in California is exceptional.
Michelle Graham is terrific to work with.
She is an extremely good adviser and understands the tax law on cross-border transactions.
Michelle is very sophisticated, and her technical expertise with family business succession planning options and implementations in California is exceptional.
Michelle Graham is terrific to work with.
She is an extremely good adviser and understands the tax law on cross-border transactions.
3 items provided by Greenberg Traurig, LLP
Greenberg Traurig Continues to Expand Private Wealth Services Practice Across Western Region
Global law firm Greenberg Traurig, LLP further expanded its Private Wealth Services Practice with the key addition of Of Counsel Jennifer M.K. Willis in the Las Vegas office.
Greenberg Traurig Continues West Coast Expansion of Corporate Practice with John Cleary
Global law firm Greenberg Traurig, LLP added John P. Cleary to its Corporate Practice in San Diego. He joins the firm from Procopio, where he was the leader of the firm’s corporate and transactional practice.
Greenberg Traurig Doubles Size of San Diego Office
Firm Significantly Expands Private Wealth Services Practice Global law firm Greenberg Traurig, LLP significantly expanded its San Diego footprint, including five attorneys and two paralegals, who joined the firm’s Private Wealth Services Practice from Withers LLP.
Greenberg Traurig Continues to Expand Private Wealth Services Practice Across Western Region
Global law firm Greenberg Traurig, LLP further expanded its Private Wealth Services Practice with the key addition of Of Counsel Jennifer M.K. Willis in the Las Vegas office.
Greenberg Traurig Continues West Coast Expansion of Corporate Practice with John Cleary
Global law firm Greenberg Traurig, LLP added John P. Cleary to its Corporate Practice in San Diego. He joins the firm from Procopio, where he was the leader of the firm’s corporate and transactional practice.
Greenberg Traurig Doubles Size of San Diego Office
Firm Significantly Expands Private Wealth Services Practice Global law firm Greenberg Traurig, LLP significantly expanded its San Diego footprint, including five attorneys and two paralegals, who joined the firm’s Private Wealth Services Practice from Withers LLP.