This May Be Right for You If…
You may face federal estate or gift tax, or Washington estate tax
You receive gifts or inheritances from Korea, or hold accounts there
You plan to transfer assets or a business to the next generation
You are moving to the United States and want to plan before you arrive
You are planning a sale, gift, or restructuring with tax consequences
You have received an IRS or state tax notice and want legal guidance
We Help With
Tax planning works best before a transfer, sale, or move—not after. We focus on the legal structure behind the numbers and work alongside your CPA.
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Federal estate, gift, and generation-skipping transfer tax planning
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Washington State estate tax planning
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Income tax–sensitive structuring of transfers, sales, and entities
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Valuation-based and staged transfer strategies
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Tax design of the trusts in your estate plan
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U.S.–Korea tax coordination for gifts, inheritances, and property
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Foreign gift and account reporting coordination, including IRS Form 3520 and the FBAR (Report of Foreign Bank and Financial Accounts)
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Tax planning before a move to the United States
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Legal guidance on IRS and state tax notices, in coordination with your CPA
Services May Include
We look at how trusts, entities, and family transfers interact over time, and we coordinate implementation with your CPA and other advisors.
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Gift and sale strategies for family business and real estate interests
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Planning for the overlap of U.S. and Korean inheritance and gift taxes
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Options for addressing late or missed foreign reporting, with your tax preparer
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Tax review of business succession and exit transactions
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Post-death tax planning, including federal estate tax portability elections