| Tax and Estate Planning
National & International
The Fowler Rodriguez Private Clients group represents individual clients throughout the world in all aspects of their business and personal affairs, including:
• Domestic and international estate planning
• Estate and trust administration
• Tax planning and litigation
• Trusts and estates litigation
• Creation and administration of family partnerships, joint ventures and property holding vehicles
• Charitable activities including foundations
In addition, we help our clients to address a broad range of other personal matters, ranging from investment structures and personal real estate transactions to the purchase and sale of yachts and aircrafts, personal financial matters and prenuptial and postnuptial agreements.
The Private Clients group is experienced in estate planning for business owners, individuals and their families. The group frequently advises clients regarding tax efficient methods to transfer property to their spouses, children, grandchildren, charities and other beneficiaries. The group is experienced in implementing estate plans through wills, family and dynastic trust agreements, financial and health care powers of attorney and living wills, as well as limited partnership agreements, foundations and other agreements for estate planning.
We represent many wealthy U.S. and foreign families in their legal affairs. The Tax and Estate Planning group frequently collaborates with international clients’ non-U.S. counsel and with lawyers in multiple other jurisdictions located around the world. This representation includes the structuring of ownership of U.S. investments and business interests, through corporations, trusts, partnerships and limited liability companies based upon the client’s needs and tax position. The Group has close relationships with leading lawyers in relevant jurisdictions throughout the world and can arrange and coordinate counsel wherever it is required.
Attorneys regularly advise clients in the structuring and restructuring of ownership of closely held business enterprises, in the U.S. and abroad, to best achieve long term family goals in a tax efficient way. The group has also negotiated multi-generational tax planning for family businesses as well as diversifications of family assets, including concentrated positions in marketable securities.
This group is led by partners in our Miami office and in our New Orleans office.