Mike’s focus is on counseling non-US citizens anticipating US residency or immigration, and/or investing in US situs properties and enterprises, and the analogue for US citizens. His experience assisting these clients includes a variety of matters beyond crafting estate plans – such as counseling family offices on risk management techniques, interacting with financial institutions on full tax and regulatory compliance, establishing international charities, guiding entity-form and jurisdiction selection, and creating captive insurance programs and other techniques that augment business efficiencies.

Very broadly the categories of practice are often described as “Inbound Planning” and “Outbound Planning.” As the firm is qualified for US practice only, “inbound planning” concerns non-US families with US-bound or nexus investments, properties, personal residency and children, so forth. Likewise, “outbound planning” is the opposite, concerning US families with outward bound investments, properties, personal residency, etc.

Much ink can be spilled on illustrations and discussing technicalities, but every client engagement presents new challenges or combinations. Thus the following illustrations broadly show what typical plans involve - permutations of gifts, trusts, companies, partnerships, insurance, and other techniques. And of course every situation requires collaboration with colleagues in the fields of investment, insurance, immigration and/or fiduciary services.

 

Illustrating Pre-US Immigration, Planning, Family Trust Structures:

Illustrating US-Outbound Planning, Family Trust Structures: