International Estate Planning Senior Associate
Stamford, CT 06902 US
Job Description
Qualifications
- Strong academic credentials with a J.D. degree from an ABA-approved law school
- Active member, in good standing, in the Connecticut, New York or Florida Bars
- Currently advising U.S. clients with foreign assets:
- On the proper structures to hold these assets to minimize U.S. taxes
- Coordinating with foreign Counsel
- On structuring estate plan documents to benefit foreign beneficiaries
- Married to a non-U.S. citizen
- On tax and estate planning structures to minimize U.S. estate and gift taxes
- On renouncing U.S. citizenship or abandoning long-term permanent residency
- On structuring ownership in foreign businesses to minimize U.S. tax
- Drafting U.S. estate plan documents for U.S. clients with foreign assets or foreign beneficiaries while coordinating with foreign Counsel
- Administering estates of U.S. clients with foreign assets
- Advising foreign clients with U.S. assets:
- On structuring investments in the U.S.
- On the acquisition of U.S. real estate
- On tax efficient structures to transfer assets to U.S. beneficiaries
- On pre-immigration planning
- Drafting U.S. estate plan documents for foreign clients with U.S. assets or U.S. beneficiaries while coordinating with foreign counsel
- Administering estates of foreign individuals with U.S. assets
- Advising foreign clients on U.S. reporting requirements for foreign investments transferred from foreign entities or individuals to the U.S. equivalent