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Tax and Estate Planning for Latin American Individual Moving to U.S.

International High Net Worth Client

Representation of an international high net worth client from Latin America in connection with pre-immigration tax and estate planning. Client had assets located in five different jurisdictions through a trust and a sophisticated corporate holding company structure. The planning involved increasing the client's basis in the assets as well as terminating the existing trust and corporate structure and creating several new trusts.

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Hal J. Webb

Hal J. Webb

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