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Nonresident looking for help with estate planning

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    An international client seeking an estate planning attorney should look for one who knows U.S. estate planning, U.S. tax laws, and also either knows the laws of your foreign jurisdiction or agrees to work with foreign counsel. Knowing the tax rules and the effect of various legal documents (like domestic and/or foreign trusts or corporations) is crucial. Your attorney must properly plan with the use (or non-use) of foreign trusts for asset protection purposes, and know the relationship between the foreign and U.S. tax systems is important so you do not over-pay on your taxes (this requires familiarity with the relevant tax treatises). Moreover, it is also crucial that your attorney minimize the burdensome transfer and income taxes, and understand the so-called “informational reporting requirements.” The international client faces an additional risk that domestic clients do not—namely, the risk that the laws of a foreign jurisdiction would interfere with the domestic jurisdiction’s laws. As an international client, you must find an attorney that can effectively straddle the intersection of all these areas of law.

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    Representing Clients from U.S. and International Locations Regarding Federal and California Tax Issues

    Main Office

    Orange County
    2601 Main St. Penthouse Suite
    Irvine, CA 92614
    (949) 681-3502

    Our headquarters is located in Irvine, CA. Our beautiful 19,700 office space is staffed full-time and always available for our clients to meet with our highly qualified and experienced staff of Attorneys, Certified Public Accountants and Enrolled Agents. We also offer virtual consultations and can travel to meet with clients in one of our satellite offices.

    Outside of our 4 hour initial consultation option, we do not charge travel time or travel expenses when traveling to one of our Satellite offices, or surrounding business districts, where it is necessary to meet personally with taxing authority personnel, make court appearances, or any in person meeting deemed necessary for the effective representation of a client. To make this as flexible, efficient, and convenient as possible, David W. Klasing is an Instrument Rated Private Pilot and Utilizes the Firms Cirrus SR22 to service client’s in California and in the Southwest by air. Offices outside these areas are serviced via commercial jet airlines. None of these costs are charged to our clients.

    Satellite Offices

    (310) 492-5583
    (760) 338-7035
    (916) 290-6625
    (415) 287-6568
    (909) 991-7557
    (619) 780-2538
    (661) 432-1480
    (818) 935-6098
    (805) 200-4053
    (510) 764-1020
    (408) 643-0573
    (760) 338-7035
    (602) 975-0296
    New Mexico
    (505) 206-5308
    New York
    (332) 224-8515
    (512) 828-6646
    Washington, DC
    (202) 918-9329
    (702) 997-6465
    (786) 999-8406
    (385) 501-5934