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Tax Planning for Dual and Non-U.S. Citizens

Estate and tax planning for dual and non-U.S. citizens differs from domestic planning not only in applicable regulations and penalties, but in the outlook your tax consultant must bring to the table. Seasoned advisors attuned to the nuances of cross-border tax planning are essential when working toward the long-term preservation of multinational wealth.

CSG’s experienced trusts and estates attorneys bring a deep understanding of the unique estate and tax planning needs of non-U.S. citizens, and work diligently with clients and their multidisciplinary advisory teams to structure assets and transactions in a manner that limits U.S. tax liability.

To this end, we advise U.S. beneficiaries of foreign trusts and foreign clients investing in U.S. real estate and business ventures on the tax-efficient structuring of multinational assets. Further, our trusts and estates attorneys help U.S. and non-U.S. citizens address domestic and cross-border tax and asset preservation concerns, and lead coordination with their countries of origin.

Michelle  Bergeron Spell

Michelle Bergeron Spell

Practice Group Leader, Trusts & Estates Group
Phone (973) 530-2177NY Phone (212)

Heidi I. Hansen

Heidi I. Hansen

Practice Group Leader, Tax Group
Phone (973) 530-2056Fax (973)