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International tax and estate planning specialists

About Us

We are planners, first and foremost

Drawing upon decades of experience, we give sound advice and implement it for our clientele. Our practice is concentrated on individuals and businesses with an international element.
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Practice Areas

International Taxation Services

We are U.S. tax lawyers. Our practice is concentrated on individuals, businesses and transactions with an international element. Our clients are mostly individuals, families and closely held businesses but, because of our background in large firms, we occasionally represent large companies in areas within our specialized field of experience and knowledge.
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Estate Planning Services

Our estate planning practice adds high value in situations that involve complex interactions between typical estate planning issues and business or family needs. Our goal is to develop a comprehensive plan that integrates techniques to deal with personal, tax and business issues.
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Charitable Planning Services

We provide charitable planning services to our individual clients, helping them to effect their philanthropic goals. We listen carefully and provide both technical tax compliance advice and pragmatic counsel learned from over 30 years of legal concentration on philanthropy.
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Lawyer Spotlight

Kara Koerner

Kara Koerner advises individuals and families on complex matters including international and domestic wealth and asset transfers, pre-immigration and expatriation planning, international corporate tax matters, structuring and reorganizing multinational businesses to minimize worldwide taxes, and foreign investment in the United States. Kara’s specialist skills include handling complex matters involving the global art market, dealing with California property tax reassessment issues arising in business succession matters and reporting income received from the United Nations Joint Staff Pension Fund.
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Latest news
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Sep 9, 2024

Cynthia Brittain Appointed to Executive Committee of California Lawyers Association Trusts and Estates Section

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Aug 19, 2024

Cynthia Brittain Discusses Benefits of Living Trusts in GoBankingRates

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Aug 16, 2024

Michael Karlin Speaks to Wealth Management About IRS Penalties Against Returned American Hostages

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Upcoming Events
Sep 18, 2024

Maria-Soledad Otero to Present on Planning for Cross-border Real Estate at IBA Annual Conference Mexico City 2024

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Oct 7, 2024

Cynthia Brittain to Present on Cross-Border Philanthropy at STEP Canada-USA Cross-Border Conference

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Nov 5, 2024

Michael Karlin to Present on Inbound and Outbound Cross Border Estate Planning Issues at 2024 Hawaii Tax Institute

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Contact Us

Contact Us Today

If you require assistance within one of our specialized practice areas or would like to inquire about our services, we invite you to contact our firm.
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