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Overview

Comprehensive Wealth and Asset Planning Services

The International Wealth and Asset Planning Group at Greenspoon Marder guides clients in developing and implementing comprehensive asset protection and wealth management strategies. Our lawyers regularly counsel businesses and individual clients across the United States and around the world in conventional and domestic estate planning matters, integrated estate planning, offshore planning, transactional matters and business and tax planning.

The attorneys at Greenspoon Marder focus on providing clients with the tools and information they need to properly protect and safeguard their assets. Our attorneys have a vast understanding of the complex laws – both U.S. and foreign – governing wealth planning and asset protection and we leverage this knowledge to design strategies that effectively safeguard our clients’ assets from the reach of creditors and litigants.

Our firm offers a full range of wealth management and asset planning services, including:

  • Asset Protection Planning; Estate Planning
  • International Trusts and Estates
  • Business Transactions; Business Planning
  • Expert Witness Services – Asset Transfers; Trust Matters
  • Trust Administration; Trust Services
  • Fiduciary Compliance
  • Income, Gift and Estate Tax Matters
  • U.S. Taxation of Foreign Entities
  • Tax Filings and Tax Compliance
  • Special Needs Planning; Planning for Persons with Disabilities
  • Probate
  • Analysis of the Potential and Options for Asset Recovery Actions
  • Moving Assets Abroad

Integrated Estate Planning Approach

Greenspoon Marder’s International Wealth and Asset Planning Group is well known for its emphasis on the lifetime protection of the estate (“integrated estate planning”). Integrated estate planning works to ensure that asset protection planning is fully integrated with the client’s overall wealth planning and estate planning strategies. This comprehensive approach involves utilizing a mix of asset planning tools and techniques to design an asset protection plan in advance that best deters litigation and guards the client’s assets from future risks and threats.

Our lawyers have particular experience working in the field of asset protection through foreign trusts. We have prepared thousand of plans involving foreign trusts and participated in the successful defense of over 100 plans that have been met with a challenge.

Full Service National Law Firm

Greenspoon Marder is a full service business law firm comprised of over 180 attorneys practicing in more than 60 fields of law. With nine office locations throughout the United States, including New York, Las Vegas, Denver and San Diego, we are committed to developing innovative and effective wealth and asset planning strategies that serve the goals of our clients across the country. Our lawyers also collaborate with colleagues across all practice areas to forge solutions to our clients’ most difficult and pressing legal and business challenges.

To learn more about how our International Wealth and Asset Planning Group can assist you, we invite you to schedule a consultation with our team.

Meet the Team News