Scott A. Bowman
International Aspects of Estate Planning for Multi-National Families
March 23, 2017
Scott A. Bowman is a partner in the Private Client Services Department and leads the International Private Client Services group.
Scott counsels wealthy individuals and families in their personal tax and estate planning. He advises them on structuring their wealth to minimize income, estate, gift and generation-skipping transfer taxes, often over multiple generations. His experience includes advice on trustee and family governance structures to preserve business enterprises and manage potentially sensitive family dynamics. Scott oversees these structures throughout the estate and trust administration process. He also advises the firm’s fiduciary litigators on tax, trust and estate matters.
Scott’s practice focuses on international aspects of estate planning for multi-national families. He advises non-U.S. citizens who are considering immigrating or investing into the United States, including in U.S. real estate, or who may transfer wealth to U.S. beneficiaries by gift or inheritance. Scott advises U.S. clients with investments abroad and with regard to U.S. expatriation. His practice also includes counseling grantors, beneficiaries, and fiduciaries on their U.S. tax compliance obligations, particularly under the Foreign Account Tax Compliance Act (FATCA).
Scott coordinates the International Private Client Services group through our practices in California, Florida, New York and Washington DC. He maintains an active practice in Florida, where he practiced with the Firm before relocating to our Washington DC. office.
Scott is board certified by the Florida Bar in Taxation and in Wills, Trusts and Estates. He is currently the co-chair of the International Tax Planning Committee of the Real Property, Trust and Estate Section of the American Bar Association and a member of the editorial board of Estate Planning.
Memberships
American Bar Association
Florida Bar Association
New York Bar Association
California Bar Association
International Aspects of Estate Planning for Multi-National Families presentation sponsored by DVI