o Barbosa Legal’s International Estate Planning practice provides strategic counsel to non-U.S. citizens and non-resident aliens in the development of comprehensive estate and business succession plans tailored to the complex tax regimes applicable to cross-border assets and beneficiaries. Our attorneys deliver a full spectrum of international tax and estate planning services, including the structuring and administration of U.S. and foreign trusts and business entities, preparation of U.S. trusts and wills for foreign individuals, international reporting and compliance (including foreign account tax compliance act [FATCA] and offshore voluntary compliance), pre-immigration and expatriation tax planning, developing structures that protect clients’ financial privacy, structuring inbound business, portfolio and real estate investments (including FIRPTA compliance) in the United States, and starting or restructuring operations in the United States, among many other issues that relate to international work.
International Income Tax and Estate Planning
o Also, individuals relocating to the United States often forget to consider the tax implications of becoming a U.S. resident. Unlike most countries, the worldwide income and assets of all US citizens and tax residents are subject to tax in the U.S. Individuals who do not plan on permanently moving to the U.S. may still become a tax resident through physical presence. Our pre-immigration tax planning services include use of trusts, private placement life insurance (PPLIs), and other strategies to optimize outcomes, mitigate U.S. tax exposure, and ensure compliance with U.S. legal requirements.
o Barbosa Legal provides expert advice regarding cross-border tax transactions, including corporate reorganizations, guidance on CFC, PFIC, GILTI rules, among other global tax compliance matters. We assist clients in structuring the purchase and ownership of luxury yachts, airplanes, and other collectibles to optimize tax efficiency and ensure regulatory compliance across jurisdictions.
