Brian Page practices in the areas of domestic and international estate planning, domestic and international tax planning, federal and state tax controversy, and probate and trust administration.

Brian has extensive experience developing sophisticated estate plans for wealthy individuals and families.  These plans are designed to reduce potential tax burdens within the context of each client’s overall estate-planning objectives.  To accomplish this task, Brian uses sophisticated planning vehicles — including specialized tax planning trusts, family-limited partnerships, limited liability companies, and private foundations — and tailors them to meet his clients' specific needs.  Brian also works with clients to create and implement effective estate plans that take advantage of the laws of foreign jurisdictions.  By utilizing this knowledge, clients may limit exposure to potential U.S. creditors, and when applicable, maximize or minimize, as the case may be, the effects of U.S. tax laws that are imposed upon U.S. residents, non-resident aliens, and non-resident family members that own U.S. assets.

Brian also advises clients on both domestic and international tax issues.  This includes planning for all federal tax issues that might arise for U.S. residents, non-resident aliens, green card holders, and their ownership interests in foreign trusts, corporations, or other entities.  It also encompasses the taxation of foreign trusts, pre-immigration tax planning for non-resident aliens, expatriation tax planning for US residents, the taxation of crypto-currency, and the analysis of federal income and transfer taxes on non-resident aliens, green card holders, and their families.

In his fiduciary administration practice, Brian works with clients regarding the administration and management of estates and trusts, and he counsels fiduciaries and beneficiaries regarding a wide range of administration and federal tax matters.  This includes preparing estate and fiduciary income tax returns and representing fiduciaries before the Internal Revenue Service.

In his tax controversy practice, Brian represents clients in all stages of tax controversy before the Internal Revenue Service and the Florida Department of Revenue.  From state sales tax audits to federal backup withholding issues, Brian has extensive experience resolving tax disputes for his clients.  This success includes successfully negotiating installment agreements with both federal and state authorities, enabling businesses to continue operation while satisfying tax obligations, and providing collection relief to individual taxpayers.

Brian writes and lectures frequently on the topics of estate planning, federal taxation, international taxation, foreign trusts, and pre-immigration planning.  He also produces a tax law blog.  For a listing of Brian’s recent speaking engagements, see below.