International Trusts and Estates

Day Pitney's International Trusts and Estates attorneys are members of the Individual Clients department who focus on planning for U.S. citizens who reside 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. Our lawyers strive to combine the highest level of cross-border tax planning with careful attention to non-tax issues that help families unaccustomed to U.S. business practices, promote family harmony and encourage long-term successful stewardship of family assets.

To accomplish these objectives, we 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 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 U.S., including preparation of qualified domestic trusts.
• Advising U.S. beneficiaries of foreign trusts and U.S. persons who wish to create foreign trusts.
• Advising clients who wish to renounce their U.S. citizenship or surrender their U.S. green card.
• 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.
• 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.
• Facilitating family meetings.

Our attorneys are proficient in Spanish, French, Hindi, German and Mandarin. In addition, we are able to bring in lawyers throughout the world with whom we work closely in such areas as foreign trusts and taxation, real estate, corporate, immigration law and litigation.

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 have been approved by the Supreme Court of New Jersey. See Awards Methodology.

AFFILIATIONS

Family Office Association, Resource Council Member