Overview
Meet the Team
News & Videos
International Wealth & Asset Planning Blog
Oct 30, 2023 Denver, CO Read More
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International Wealth and Asset Planning Services
The International Wealth and Asset Planning Practice at Greenspoon Marder guides clients in developing and implementing comprehensive asset protection and wealth management strategies. Our lawyers regularly counsel businesses and individual clients across the United States and around the world in conventional and domestic estate planning matters, integrated estate planning, offshore planning, transactional matters and business and tax planning.
The attorneys at Greenspoon Marder focus on providing clients with the tools and information they need to properly protect and safeguard their assets. Our attorneys have a vast understanding of the complex laws – both U.S. and foreign – governing wealth planning and asset protection and we leverage this knowledge to design strategies that effectively safeguard our clients’ assets from the reach of creditors and litigants.
Our firm offers a full range of wealth management and asset planning services, including:
- Asset Protection Planning; Estate Planning
- International Trusts and Estates
- Business Transactions; Business Planning
- Expert Witness Services – Asset Transfers; Trust Matters
- Trust Administration; Trust Services
- Fiduciary Compliance
- Income, Gift and Estate Tax Matters
- U.S. Taxation of Foreign Entities
- Tax Filings and Tax Compliance
- Special Needs Planning; Planning for Persons with Disabilities
- Probate
- Analysis of the Potential and Options for Asset Recovery Actions
- Moving Assets Abroad
Integrated Estate Planning Approach
Greenspoon Marder’s International Wealth and Asset Planning Group is well known for its emphasis on the lifetime protection of the estate (“integrated estate planning”). Integrated estate planning works to ensure that asset protection planning is fully integrated with the client’s overall wealth planning and estate planning strategies. This comprehensive approach involves utilizing a mix of asset planning tools and techniques to design an asset protection plan in advance that best deters litigation and guards the client’s assets from future risks and threats.
Our lawyers have particular experience working in the field of asset protection through foreign trusts. We have prepared thousand of plans involving foreign trusts and participated in the successful defense of over 100 plans that have been met with a challenge.
To learn more about how our International Wealth and Asset Planning Practice can assist you, we invite you to schedule a consultation with our team.
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Andrew Bechel
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Edward D. Brown
Edward D. Brown
Co-Chair, International Wealth and Asset Planning Group, Partner
Phone: (720) 370-1161 [email protected] View Bio -
Ruben N. Gotlieb
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Eric Kaplan
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Carl H. Linder
Carl H. Linder
Co-Chair, International Wealth and Asset Planning Group, Partner
Phone: (305) 789-2771 [email protected] View Bio
News & Videos
- Sep 5, 2024 Greenspoon Marder Partner Carl Linder Appointed to the Jewish National Fund-USA Lawyers for Israel Board
- Oct 30, 2023 Incomplete Gift Non-Grantor Trust Issues in California and New York
- Oct 16, 2023 Asset Protection and Comprehensive Estate Planning in Today’s Environment
- Oct 16, 2023 Asset Protection and Comprehensive Estate Planning in Today’s Environment
- Sep 29, 2023 2023 Amendment to Delaware’s Qualified Dispositions in Trust Act
- Aug 8, 2023 Termination of California’s Beneficial Income Tax Loophole Pertaining to Incomplete Gift Non-Grantor Trusts
- Aug 7, 2023 Tax Compliance for Integrated Estate Planning Trusts Published in Estate Planning
- Mar 27, 2023 Greenspoon Marder Promotes Attorney Eric R. Kaplan to Senior Counsel
- Mar 21, 2023 Arkansas Becomes The 21st State to Adopt Domestic Asset Protection Trust Laws
- Mar 21, 2023 Greenspoon Marder Promotes Three Attorneys to Senior Counsel in 2023
- Feb 2, 2023 2022 Year in Review & 2023 Forecast: International Wealth & Asset Planning (IWAP)
- Jan 23, 2023 2022 Year in Review & 2023 Forecast: International Wealth & Asset Planning
- Nov 18, 2022 Greenspoon Marder Partner Carl H. Linder Awarded the Pro Bono Service Award by Dade Legal Aid
- Oct 31, 2022 Boo! You’re A Billionaire. Scariest Issues You Might Encounter If You Win the Lotto
- Oct 20, 2022 Greenspoon Marder Partner Carl Linder Selected as Featured Speaker for 2022 Offshore Wealth Summit
- Oct 10, 2022 Corporate Transparency Act – Beneficial Ownership Information Reporting Requirements
- Jul 28, 2022 Feeling lucky? Our Six Tips On What To Do If You Win The Lottery – Part 3
- Jul 26, 2022 New Proposed IRS Regulations Show That Not All Gifts Are Safe from Clawback
- Jul 15, 2022 States Enacting Workarounds to Address SALT Deduction Limitation
- May 11, 2022 So You Used Up All of Your Gift and Estate Tax Exemption, Now What?
- Mar 31, 2022 Greenspoon Marder International Wealth & Asset Planning Blog: Tenth Circuit Court of Appeals Allows Additional Remedy To Prevent a Judgment Debtor From Hiding Behind a Charging Order
- Feb 4, 2022 Greenspoon Marder Welcomes Partner Ruben N. Gotlieb In Miami
- Jan 3, 2022 Greenspoon Marder International Wealth & Asset Planning Blog: Alabama Supreme Court Remands Case Back To Trial Court To Determine Whether A Limited Liability Company Member Should Be Held In Contempt Of Court For Failure to Abide By The Terms Of A Charging Order
- Dec 13, 2021 Alabama’s Qualified Dispositions in Trust Act
- Dec 7, 2021 Immigration, Tax and the Economy: What to Expect in 2022
- Nov 18, 2021 Whether a Trust Distribution Provision Conditioned Upon a Child’s Marriage Status Is Void Against Public Policy as an Impermissible Restraint Against Marriage
- Sep 28, 2021 Greenspoon Marder International Wealth & Asset Planning Blog: Significant Estate Tax Changes Proposed – Urgent Action May be Needed to Lock
- Sep 8, 2021 Greenspoon Marder Partner Carl Linder Featured Speaker at the Latin America ESG Summit
- Aug 25, 2021 Webinar: Why the Cannabis Industry Needs Estate Planning
- Aug 13, 2021 Why the Cannabis Industry Needs Estate Planning
- Jul 9, 2021 Greenspoon Marder Partner Edward Brown Featured Speaker on “Leaving a Legacy with Michael Cates” Podcast
- Jun 2, 2021 Greenspoon Marder International Wealth & Asset Planning Blog: Amendments to the Tennessee Investment Services Act and Tennessee Uniform Trust Code
- Apr 12, 2021 IRS Extended Deadline Update
- Apr 1, 2021 2021 Tax Extension – How Does the Extension Affect You?
- Mar 12, 2021 Extremely Important Deadline Monday for Tax Filing Requirements for Foreign Trusts
- Mar 5, 2021 Greenspoon Marder International Wealth & Asset Planning Blog: Essential Update to Partnership Agreements, Multi-Member Limited Liability Company Operating Agreements and More
- Jan 19, 2021 Greenspoon Marder International Wealth & Asset Planning Blog: Opaque No More – United States Abolishes Anonymous Shell Companies With The Corporate Transparency Act
- Jan 18, 2021 Greenspoon Marder International Wealth & Asset Planning Blog: Income Tax Benefits of Trusts
- Jan 12, 2021 Greenspoon Marder International Wealth & Asset Planning Blog: Feeling Lucky? Our Six Tips On What To Do If You Win the Lottery – Part 2
- Dec 2, 2020 Webinar: Potential Estate Tax Law Changes Under a Biden Administration
- Nov 23, 2020 Tax Planning Opportunities During the Pandemic
- Nov 19, 2020 Potential Estate Tax Law Changes Under a Biden Presidency
- Nov 9, 2020 Potential Estate Tax Law Changes and the Completed Gift Trust Solution
- Oct 5, 2020 Greenspoon Marder Innovation Summit Webinar Recordings
- Sep 29, 2020 Webinar: Trusts & Estates Innovation and Planning Opportunities: What to Do Right Now and What to Do Next!
- Sep 29, 2020 Day One Recap: Greenspoon Marder Innovation Summit
- Sep 1, 2020 Greenspoon Marder International Wealth & Asset Planning Blog: Business Opportunity Trusts and Asset Protection
- Jul 10, 2020 International Wealth and Asset Planning Group Annual Client Letter
- Jun 23, 2020 Greenspoon Marder International Wealth & Asset Planning Blog: Protection Planning More Relevant Due To COVID-19
- Jun 15, 2020 Greenspoon Marder International Wealth & Asset Planning Blog: Previous Loophole in South Dakota’s Qualified Dispositions in Trust Act May Result in Ex-Spouse Losing Billions of Dollars
- Apr 8, 2020 Greenspoon Marder Client Alert: Automatic July 15 Extended Filing Deadlines MAY NOT Apply To All Affected Returns
- Mar 25, 2020 Greenspoon Marder Client Alert: International Wealth and Asset Planning Group
- Mar 17, 2020 Greenspoon Marder International Wealth & Asset Planning Blog: Cook Islands Trust Holding Annuities for Benefit of Grantor-Debtor Protected from Creditors
- Mar 10, 2020 Greenspoon Marder Presents “Immigration And Tax Considerations For Foreign Companies And High Net Worth Individuals” Seminar
- Dec 31, 2019 Greenspoon Marder International Wealth & Asset Planning Blog: The Voluntary Capital Gains Tax
- Nov 19, 2019 Greenspoon Marder International Wealth & Asset Planning Blog: The Ideal Gift For A Spouse
- Nov 13, 2019 Greenspoon Marder International Wealth & Asset Planning Blog: Denver Broncos’ Ownership Saga: A Lesson for Estate Planners Part 2
- Oct 15, 2019 Greenspoon Marder International Wealth & Asset Planning Blog: Connecticut Modernizes its Trust Laws and Becomes 19th State to Allow Self-Directed Legacy Trusts as of January 1, 2020, yet Remains the Only State in the Nation to Impose a State Gift Tax
- Oct 8, 2019 Greenspoon Marder International Wealth & Asset Planning Blog: The Tax Benefit That Works Because It Is Not A Tax Strategy
- Oct 2, 2019 Greenspoon Marder International Wealth & Asset Planning Blog: Are All US Citizens Created Equal In the Eyes of the IRS?
- Sep 24, 2019 Greenspoon Marder International Wealth & Asset Planning Blog: Qualified Small Business Opportunities-Patience Has Its Rewards
- Sep 9, 2019 Greenspoon Marder International Wealth & Asset Planning Blog: Qualified Opportunity Zone Opportunities–Why Pay Capital Gains Taxes Earlier than Need Be?
- Aug 6, 2019 Greenspoon Marder International Wealth & Asset Planning Blog: State Tax Law Update: Supreme Court Limits States’ Ability to Tax Trusts Based on Beneficiary Residency
- Jul 12, 2019 Greenspoon Marder Partner Edward Brown Recognized By Lexology Content Marketing Awards As “Legal Influencer For Private Client – U.S.”
- Jun 24, 2019 Greenspoon Marder International Wealth & Asset Planning Blog: How to Alleviate Your Concern about the Decriminalization of Hallucinogenic ‘Magic Mushrooms’ and Peyote by Providing Goal-Driven Beneficiary Provisions in Your Estate Plan
- May 10, 2019 Greenspoon Marder International Wealth & Asset Planning Blog: Denver Broncos’ Ownership Saga: A Lesson for Estate Planners Part 1
- May 1, 2019 Greenspoon Marder International Wealth & Asset Planning Blog: Tax Court Rules that Offshore Asset Protection Trust Assets are Not Available to the Taxpayer for Purposes of Paying the IRS
- Apr 22, 2019 Greenspoon Marder International Wealth & Asset Planning Blog: Benefits of Asset Protection Planning
- Apr 16, 2019 Greenspoon Marder Attorneys Edward D. Brown And Andrew Bechel To Be Featured Speakers For The “Designing and Drafting the Integrated Estate Planning Structure” Celesq Webinar
- Apr 12, 2019 Greenspoon Marder International Wealth & Asset Planning: Asset Protection Planning: Dispelling the Myths
- Apr 2, 2019 Greenspoon Marder International Wealth & Asset Planning Blog: Asset Protection Without Extravagance
- Mar 25, 2019 Greenspoon Marder International Wealth & Asset Planning Blog: The Importance Of Protecting Your Personal Assets And The Assets Of Your Company Too!
- Mar 20, 2019 Greenspoon Marder International Wealth & Asset Planning Blog: Feeling Lucky? Our Six Tips On What To Do If You Win the Lottery.
- Mar 19, 2019 Greenspoon Marder Attorneys Edward D. Brown and Jacqueline Z. Fox Featured Speakers At The Celesq “Recent Developments In Asset Protection Planning During 2018 And Into 2019” Webinar
- Mar 18, 2019 Think Twice if You Own 100% of a Limited Liability Company
- Mar 11, 2019 The IRS Has Spoken, Providing Another Asset Protection Trust Strategy
- Mar 4, 2019 International Wealth and Asset Planning Group Annual Client Alert
- Feb 25, 2019 Value is in the Eyes of the Creditor
- Feb 19, 2019 Is Asset Protection Planning Immoral?
- Feb 12, 2019 Greenspoon Marder Attorneys Edward Brown and Andrew Bechel To Be Featured Speakers For The “Ethical Considerations for Attorneys Involved in Estate Planning and Asset Protection” Celesq Webinar
- Jan 30, 2019 Selfish Reasons to be Generous
- Jan 7, 2019 The New Normal In Establishing & Maintaining International Asset Protection Trusts
- Jan 3, 2019 I Don’t Need Asset Protection, I Have Insurance!
- Dec 11, 2018 Asset Protection Planning Should Be High On Your Priority List
- Nov 20, 2018 Updates in Trust and Tax Law Cases-Straight Off the Press: Streightoff Estate Treated as Owning Full Partnership Interest in Partnership instead of merely as an Assignee Interest—Bad for Asset Protection?
- Oct 18, 2018 Reason to Have Asset Protection Attorneys Preview Tax Filings for International Trusts Before it’s Too Late
- Oct 16, 2018 Are Most Trusts Really (Potentially) Self-Settled Trusts?
- Oct 9, 2018 Greenspoon Marder Partner, Edward Brown, Co-Authors Irrevocable Trusts Chapter of the Colorado Bar Association’s Estate Planning Handbook
- Sep 20, 2018 Be Careful Not to Engage in Fraudulent Non-Transfers
- Sep 17, 2018 Assigning QTIP Income Interest: A Valuable GST Planning Tool
- Sep 14, 2018 The Misfortunes of Not Addressing One’s Fortune
- Aug 15, 2018 IRS Releases Proposed Regulations for Deductions under Section 199A
- Aug 8, 2018 NY Bankruptcy Court Holds Inherited IRAs Are Not Protected
- Aug 6, 2018 Greenspoon Marder and The Latin American Lawyer Host Investment and Citizenship Portfolios Forum
- Aug 1, 2018 If an Asset Protection Trust is Used as a Receptacle for Assets, Is this Automatically a Fraudulent Transfer?
- Jul 18, 2018 The Offshore Limited Liability Company – Just as Good as a Trust?
- Jul 12, 2018 Erosion of Effectiveness of Asset Protection Trusts
- Jul 10, 2018 It is Time to Update Entity Agreements
- Jun 26, 2018 LLC Charging Order Protection Against Creditor Causes Debtor to Lose Even More Money: How Can That Be?
- Jun 20, 2018 New Nevis LLC Law Passes
- Jun 15, 2018 “Asset Protection Update” By: Edward D. Brown, Esq. and Jacqueline Z. Fox, Esq.
- Jun 14, 2018 European “Blacklist” Status May Hit Home
- Jun 5, 2018 Is Jail Time the Nuclear Attack that Creditors have Against Offshore Asset Protection Trusts?
- May 30, 2018 IRS Amnesty Program for Failure to Report Offshore Assets Set to Expire in 2018
- May 29, 2018 Georgia Has No Asset Protection on its Mind.
- May 21, 2018 A Cook Islands Trust that Could Have Succeeded to Protect Assets
- May 17, 2018 International Wealth Planning Trusts and Current Due Diligence Requirements
- May 3, 2018 The Demise of Domestic Asset Protection Trusts?
- May 2, 2018 Greenspoon Marder Launches International Wealth & Asset Planning Blog
- Dec 12, 2017 Greenspoon Marder Shareholder Edward D. Brown Presenter at Celesq’s Ethical Considerations Webinar
- Dec 4, 2017 Greenspoon Marder Expands International Wealth and Asset Planning Practice With Addition of Shareholder Edward D. Brown in Denver
- Nov 3, 2017 Greenspoon Marder Client Alert: 2017 Tax Act
- Jun 24, 2017 Greenspoon Marder Supports PurpleStride Denver 2017
- Mar 17, 2017 Greenspoon Marder Shareholder Barry Engel To Receive Lifetime Achievement Recognition At SouthPac Conference
- Dec 5, 2016 Greenspoon Marder Launches International Wealth and Asset Planning Practice Group
- Oct 24, 2016 Greenspoon Marder Shareholder Barry Engel Presents Strafford Webinar on Offshore Asset Protection Trusts
Incomplete Gift Non-Grantor Trust Issues in California and New York
Oct 30, 2023 Denver, CO Read More
Termination of California’s Beneficial Income Tax Loophole Pertaining to Incomplete Gift Non-Grantor Trusts
Aug 8, 2023 Denver, CO Read More
Tax Compliance for Integrated Estate Planning Trusts Published in Estate Planning
Aug 7, 2023 Denver, CO Read More
Arkansas Becomes The 21st State to Adopt Domestic Asset Protection Trust Laws
Mar 21, 2023 Denver, CO Read More
Boo! You’re A Billionaire. Scariest Issues You Might Encounter If You Win the Lotto
Oct 31, 2022 Denver, CO Read More
Corporate Transparency Act – Beneficial Ownership Information Reporting Requirements
Oct 10, 2022 Denver, CO Read More
