Global expertise in Estate, Trust, & Tax Planning
Since 2015 Jones Estate Group, Inc. serves clients in all aspects of international estate law, including estate and trust administration, business succession planning, family corporations and private charitable foundations. Our team represents multinational clients regularly in relation to foreign account and asset compliance, residency determinations, expatriation planning and pre-immigration planning, foreign ownership of U.S. real estate, foreign non-grantor trusts and probate of U.S. assets owned by non-U.S. persons. Tax and reporting matters include gift tax returns, federal estate tax, state inheritance and estate tax and federal and state fiduciary income tax returns.
Our Testimonials
We have developed a collaborative relationship with Jones Estate Group that delivers excellent results for clients. Paula is excellent, thorough and her knowledge is second to none in estate planning.
Paula brings strong big-law experience to Jones Estate Group. Her deep expertise, international network, and client-focused approach consistently lead to excellent client experiences, giving us full confidence in continuing these referrals.
Paula is one of my go-to attorneys for multi-jurisdictional clients needing U.S. estate planning advice. She provides clear, pragmatic guidance and has an excellent understanding of UK–US cross-border issues.
