John Wood

Sophisticated trust, estate and tax planning for multinational families

John Wood advises high-net-worth families and their advisors on domestic and cross-border estate and tax planning matters. He works with his clients to develop and implement well-designed plans to achieve an orderly transfer of their wealth by understanding their personal philosophy, family goals, and business and philanthropic objectives. His experience also includes advising individuals, financial institutions, family offices and trust companies regarding U.S. federal tax compliance.

• Drafts trust and estate documents, including wills, trusts, charitable lead trusts, qualified personal residence trusts, qualified domestic trusts, irrevocable insurance trusts, intentionally defective grantor trusts and grantor retained annuity trusts.
• Advises on the establishment and taxation of domestic and foreign trusts.
• Assists individuals, financial institutions and trust companies regarding federal tax compliance, including FATCA and the Internal Revenue Service Voluntary Disclosure Practice and the Streamlined Filing Procedures.
• Assists with the relinquishment of U.S. citizenship (expatriation) and the relinquishment of lawful permanent resident (green card) status.
• Consults on U.S. federal income, gift and estate tax returns, assists clients with penalty abatement and represents clients in tax controversies before the Internal Revenue Service.