Integrated Cross-Border Planning

Global lives call for global thinking.

International wealth planning means understanding how family dynamics, business interests, tax considerations, asset ownership, and fiduciary responsibilities intersect across jurisdictions. We take a collaborative, multidisciplinary approach, working closely with individuals, families, advisors, and foreign counsel when appropriate to build strategies that adapt as family, business, and investment needs change.

What we do:

• Estate Planning: Sophisticated plans that preserve and transfer wealth, addressing cross-border assets, multijurisdictional tax issues, and global family structures
• Probate & Trust Administration: Guidance for fiduciaries and beneficiaries through administration, funding, and contested matters spanning multiple jurisdictions
• Cross-Border Tax & Asset Planning: Tax-efficient strategies for asset ownership, wealth transfer, and estate, gift, and generation-skipping tax planning
• Multigenerational Wealth Planning: Integrated strategies that align family wealth with personal, business, philanthropic, and legacy goals
• Business Succession Planning: Strategies for closely held businesses and family enterprises, including ownership transitions and cross-border interests
• Philanthropic Planning: Charitable giving strategies built through private foundations, charitable trusts, donor-advised funds, and other vehicles
• Fiduciary Advisory Services: Guidance for fiduciaries on managing responsibilities, mitigating risk, and navigating complex trust and estate matters
• Trusts & Estates Litigation: Representation for individuals, fiduciaries, and beneficiaries in contested estates and trust disputes, domestic or international

Borders shouldn’t complicate your legacy.

International wealth planning requires more than traditional estate planning. It takes an understanding of how family dynamics, business interests, tax considerations, asset ownership, and fiduciary responsibilities intersect across jurisdictions, and the judgment to bring those pieces together into one coherent plan.

Why Choose LP:

• Integrated counsel that combines trusts and estates, tax, corporate, and real estate experience to address the complexities of globally connected families
• Sophisticated yet practical guidance focused on preserving wealth and helping families achieve long-term personal, business, and philanthropic goals
• A collaborative approach that coordinates with family offices, accountants, financial advisors, and foreign counsel to support seamless cross-border planning

Your LP Contacts

Suzanne Shier
Of Counsel
Trusts & Estates
sshier@lplegal.com

Steven Kriz
Partner,
Trusts & Estates
skriz@lplegal.com

Rob Garner
Partner,
Corporate
rgarner@lplegal.com

Bailey Hammond
Associate,
Trusts & Estates
bhammond@lplegal.com