Jeannette's practice focuses on estate and gift tax planning and individual and foreign income tax planning for multigenerational and multinational families and high net worth individuals. Jeannette has extensive experience counseling clients on their cross-border financial and personal interests involving the United States, both inbound and outbound. This can include business succession planning, acquisition or disposition of U.S. real estate, tax structuring prior to entering the United States, structuring the ownership of global assets and family wealth transfers between generations and advising on the U.S. income, estate and gift tax consequences particular to the ownership of U.S. and global assets. Jeannette is often coordinating strategies with overseas counsel to develop structures that holistically address and manage a client's worldwide tax exposure and compliance.
Additionally, Jeannette advises trustees, executors and beneficiaries in the proper administration of trusts, foreign and domestic, and advises clients in selecting and forming business entities, such as limited liability companies and corporations.
Jeannette works closely with families to provide advice based upon long-standing, personal relationships. Whether a client is just beginning their financial planning, or contemplating retirement and the disposition of their business interests, Jeannette addresses each client's individual needs in a comprehensive way. She regularly provides counsel to multiple generations of the family, working alongside their team of trusted advisors to develop tax efficient and long-term planning strategies to facilitate the family's ultimate wealth planning goals.