J. Andrew P. Stone - List of representative engagements

• Advising U.S. taxpayers with ownership interests in non-U.S. family businesses on wealth transfer and succession planning.

• Represent beneficiary of trusts with ownership stake in major U.S. family business on all tax and family business matters.

• Advised U.S. family office on variation of large foreign trusts to comply with Bahamian directed trust statute.

• Represent U.S. beneficiary of foreign estate and trust in contentious post-mortem administration and trust restructuring.

• Counseling offshore corporate trustee on U.S. tax matters and trust restructuring for Bermuda estate with U.S. beneficiaries.

• Represented foreign family office in structuring acquisition of U.S. farmland portfolio.

• Advising U.S. beneficiaries of foreign trust in connection with restructuring trust to mitigate U.S. tax problems upon eventual termination of trust.

• Reorganized capital structure of operating businesses of family-owned, national construction and real estate development company in conjunction with wealth transfer planning to shift appreciation to younger generation.

• Coordinated insurance restructuring and wealth transfer planning for principal of family business while negotiating post-nuptial agreement with principal’s spouse.

• Represented trust beneficiary in contentious trust and estate administration related to sale of trust-owned family business.

• Implemented two complex conservation easements, state tax credit harvesting and monetization for owner of 2,400 acre western ranch.

• Coordinate lifetime wealth transfer planning programs for executives of public and private companies.

• Advising non-U.S. families on structuring wealth transfer to next generation U.S. family members.

• Represent taxpayers on all aspects of expatriation, including pre-expatriation tax planning.

• Represent taxpayers with non-compliant foreign bank accounts in voluntary disclosure cases.