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Practices & industries

International Trust & Estates

Overview

Day Pitney attorneys in the International Trusts and Estates practice group are members of the Private Client department and focus on planning for U.S. citizens who reside in 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, including the United States. Our lawyers strive to combine the highest level of cross-border tax planning with careful attention to non-tax issues.

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With extensive experience spanning several different sectors, our team is uniquely suited to assist global families with understanding and navigating the complexities of the ever-changing U.S. tax and compliance environment. To accomplish these objectives, our international trusts and estates attorneys 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 tax 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 United States, including preparing qualified domestic trusts and multinational wills to dispose of foreign assets.
  • Advising U.S. beneficiaries and trustees of foreign trusts on the creation, administration and domestication of foreign trust structures.
  • Pre-expatriation tax planning for clients who wish to renounce their U.S. citizenship or surrender their U.S. green card.
  • 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 and private trust companies.
  • 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.

Through our wide network, we regularly are able to bring in lawyers around the world with whom we work closely in such areas as foreign trusts and taxation, real estate, corporate, immigration law, and litigation.

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Related Practices and Industries

Related Content

U.S. Tax Planning for Non-U.S. Persons, Assets and Trusts - An Introductory Outline

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 Best Lawyers - Law Firm of the Year - US News - 2021 Named a Finalist for "Legal Team of the Year," by Family Wealth Report, 2021 Family Wealth Report Awards 2021 Shortlisted for "Best Law Firm - Estates and Trusts" by Private Asset Management Awards, 2021 PAM Awards 2021 - Short Listed Logo Shortlisted for "USA Private Client Team of the Year – East Coast," by Chambers HNW (Chambers & Partners), 2020 Chambers Shortlisted High Net Worth Awards Named "Best Law Firm – Estates and Trusts" by Private Asset Management, 2020 2020 PAM Award Shortlisted for "Legal Team of the Year," by Family Wealth Report, 2019

Family Wealth Report Awards 2019 Shortlisted

Named "Law Firm of the Year" by Family Wealth Report, 2017 Winner Family Wealth Report Awards 2017 Finalist in "Accounting, CPA or Law Firms Serving Family Offices" category for Family Wealth Alliance Best in the Industry Awards, 2018 The Family Wealth Alliance Shortlisted in two categories, "Best Private Client Law Firm" and "Best Trusts and Estates Division," by Private Asset Management (PAM), 2018 Private Asset Management Awards 2018 Shortlisted Shortlisted in two categories, "Legal Team of the Year" and "Family Wealth Counseling," by Family Wealth Report, 2018 Family Wealth Report New York Awards 2018 Shortlisted Named a Family Office "Industry Awards" Finalist by Wealth Management WealthManagement.com 2017 Ranked as "Highly Commended" in categories for "Best Private Client Law Firm" by Private Asset Management (PAM), 2017, 2019 Private Asset Management Awards - Highly Commended - 2017 Shortlisted for "Law Firm of the Year" by Family Wealth Report, 2016 Shortlisted Family Wealth Report 2016 Ranked Nationwide, and Band 1 in Private Wealth Law, CT and MA, by Chambers HNW (Chambers & Partners), 2016-2020 Chambers - High Net Worth - 2020 Ranked Band 1 in Wealth Management, Nationwide, by Chambers USA (Chambers & Partners), 2010-2016 Chambers USA 2016 *No aspect of these advertisements has been approved by the Supreme Court of New Jersey. See Awards Methodology. AFFILIATIONS Family Office Association, Resource Council Member Family Office Association Member

Contacts

Dina Kapur Sanna
Dina Kapur Sanna
Partner
New York, NY
| (212) 297-2455
Sarah B. Jacobson
Sarah B. Jacobson
Partner
Miami, FL
| (305) 373-4024
View all

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December 12, 2024
Sarah Jacobson Joins the STEP Miami Board of Directors starting in January 2025

Private Client Partner Sarah Jacobson has been named to the Board of Directors for STEP Miami. Founded in 2000, the STEP Miami Branch is one of the largest and most active in the Americas.

September 18, 2024
U.S. Tax Planning for Non-U.S. Persons, Assets and Trusts - An Introductory Outline

Dina Kapur Sanna, Carl Merino and Sarah Jacobson co-authored a 2024 update to the white paper, entitled "U.S. Tax Planning for Non-U.S. Persons, Assets and Trusts - An Introductory Outline."

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