Don’t leave the distribution of U.S. assets to chance

Your investments should fulfill your financial goals not only during your lifetime, but also after. Don’t let the complexities of the probate process prevent your estate from transferring maximum value of U.S. assets to your beneficiaries.

Grassi’s U.S.-based trust and estate professionals understand the local and federal tax laws governing post-mortem transfer of real property, trusts, brokerage accounts and other assets owned by nonresidents. They guide foreign nationals and their executors through the process of structuring and administering estates in every state, with an eye on minimizing tax obligations at every turn.

Grassi’s Trust & Estate advisors ensure your estate is always positioned for maximum tax savings and protect your best interests in the probate courts.