Probate is the official process, supervised by the local district court, of winding down the estate of a deceased person and transferring the assets to
Our Services
Located in Washington, DC, we offer estate and tax planning services in international matters. We represent estate beneficiaries and fiduciaries, and litigate inheritance-related claims. Finally, we advise individuals and financial institutions on tax compliance related to foreign financial assets.
Estate Planning Packages
Depending on the complexity of your situation one of our Estate Planning Packages may be a good fit for you.
Simple International Estate PlanAverage International Estate Plan
Complex International Estate Plan
Estate planning with non-US assets
Estate planning for non-US citizens
Tax Compliance with Foreign Financial Assets
Foreign financial assets have to be reported yearly to US authorities.
Gifts or inheritances from abroadForeign income
Foreign financial accounts
Interest in foreign businesses
Tax Planning and Asset Planning
International families often require careful and comprehensive tax and estate planning.
US persons with assets abroadNon-US residents with US assets
Joint titles
Gifts
Retirement assets
Asset protection
Marital property regimes
Estate Settlements
We advise fiduciaries on settling estates in Virginia, Maryland, the District of Columbia and in Germany.
Non-US decedentsNon-US assets
Non-US beneficiaries
Estate settlements in the US
Estate settlements in Germany
Gift and Death-Related Taxes
We advise asset owners and estate beneficiaries on all US tax-related matters.
Gift Taxes for non-US citizensEstate Taxes in the US
Taxation of non-US citizens’ estates
Dying without a Will: Statutory Succession Rules
Who inherits your assets if you have not set up an estate plan.
MarylandVirginia
District of Columbia
Germany
Trusts
Depending on your situation one or several trusts might be advisable.
Types of trustsRevocable trusts vs. irrevocable trusts
Taxation of trusts
Do you need a trust?
Business Succession
Handing over a business requires careful planning.
Closely-held businesses in the USClosely-held business interests in Germany
Business valuation
Taxation of the transfer proceeds
Financial Institutions
We assist financial institutions in advising their international clients.
US-situs vs. non-US situs assetsDistributions to foreign beneficiaries
Withholding requirements
US Persons for Transfer Tax Purposes
Who are considered US persons for transfer tax purposes and why is this important? US persons for transfer tax purposes are: all US citizens, regardless