Individuals & FamiliesInternational
Estate & Succession Tax Planning
Tax analysis and filings that support your estate and succession plan, coordinated with your attorney.
Request a consultationOverview
Transferring wealth and family businesses involves significant tax considerations. The firm works alongside your estate attorney and financial advisors to analyze the tax effects of your plan and to prepare the related filings.
For non-U.S. persons holding U.S. assets, cross-border estate and gift tax exposure deserves particular attention. Legal documents such as wills and trusts are drafted by your attorney; the firm focuses on the tax and accounting side.
What the engagement can include
- Gift tax returns (Form 709)
- Estate and trust income tax returns (Form 1041)
- Tax analysis of succession plans for family businesses
- Coordination with estate attorneys and financial advisors
- Cross-border considerations for non-U.S. persons with U.S. assets
- Basis and valuation documentation support
How We Work
A clear process from the first conversation
Every engagement follows the same disciplined path, so you always know what comes next.
Step 1: Request a consultation
Tell us about your situation through the online form, by phone or by email.
Step 2: Initial review
The firm reviews your request and contacts you to schedule a conversation and identify the documents needed.
Step 3: Proposal & engagement letter
You receive a written scope of work and fees. Work begins only after the engagement letter is signed.
Step 4: Execution & ongoing advice
Filings, planning and follow-up are delivered on schedule, with direct access to your CPA throughout the year.
Consultation
Let’s talk about your tax situation.
Share a few details about your needs and the firm will contact you to arrange a private conversation.