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Alex is an associate in Nixon Peabody’s Private Clients Group and a member of the International Private Clients Team. Alex represents clients in estate planning, estate and trust administration, and tax planning matters with a focus on working with international clients, their families, and their advisors.
Having spent the first half of my career focused on estate and trust administration matters, I provide a practical approach to estate planning, both for U.S. domestic and international families. In the cross-border context, I draw upon this experience to identify efficiencies and opportunities where they may exist in the difficult and often nuanced estate, gift, and income tax rules that come into play.
Almost every year, there are some proposed changes to the federal estate and gift tax exemptions, which then drive year-end planning and gift strategies. Now, there are also proposed income tax changes that could complicate our ability to implement various techniques in our clients’ plans. So, estate planners will need to think more about income tax-driven planning as a means of providing value.
More and more international families have a U.S. connection within their family tree. Sometimes, the U.S. connection is not revealed until a thoughtful estate plan has been put in place, and it is too late to restructure efficiently. Thus, international families and their advisors would be wise to consult with U.S. advisors at the planning stage, even if only as a precautionary matter.
Mount Holyoke College, B.A.
University of Connecticut School of Law, J.D.
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