International Pre-Immigration Planning Lawyers

Serving the U.S., Latin America, the Caribbean, and Central America

Relocation brings exciting opportunities, but it also calls for careful consideration of tax obligations and wealth-transfer strategies. At Bridgepointe Global Counsel, our lawyers provide bilingual, personalized guidance to clients navigating the complexities of pre-immigration planning. 

With a Coral Gables base and experience handling thousands of cases since our founding in 2015, we help high-net-worth families protect and transfer their assets efficiently while aligning with both U.S. and international regulations. Our approach prioritizes strategic relationships, discretion, and ongoing support, offering our clients confidence as they prepare for life in a new jurisdiction.

Our team focuses on understanding your broader objectives, from estate planning and trusts to corporate compliance and international tax planning. By integrating these services, we help you make informed decisions that reflect both your immediate needs and your long-term wealth preservation goals. Whether managing high-net-worth estates, structuring international investments, or planning succession strategies, we approach each engagement with a client-centered methodology.

Call (786) 882-4122 today to schedule a free consultation.

Pre-Immigration Gifting Strategies

One of the most effective pre-immigration strategies is leveraging the gift tax system to transfer assets before becoming subject to its rules. Without timely action, foreign assets can become part of a taxable estate, potentially subjecting families to unexpected liabilities. Our experience shows that careful planning and execution can reduce the size of a future taxable estate while maintaining alignment with your broader succession and asset protection goals.

At Bridgepointe Global Counsel, we help clients identify opportunities for tax-exempt gifts and transfers, focusing on five key considerations:

• Timing of transfers. Acting before relocation begins is critical to maximize tax-free allowances.
• Valuation of foreign assets. Proper assessment facilitates compliance with reporting requirements while maintaining your strategic objectives.
• Selection of recipients. Choosing beneficiaries and structuring gifts thoughtfully can preserve wealth across generations.
• Integration with trusts and estate plans. Coordinating gifts with existing estate planning frameworks often helps to support your long-term succession strategies.
• Cross-border tax implications. Our global understanding allows us to address potential tax exposures in both origin and destination countries.

By incorporating these elements into a comprehensive pre-immigration plan, we help clients manage complex tax landscapes while protecting family assets. This strategy is particularly relevant for those with international holdings who seek to align their gifting, asset protection, and estate planning objectives into one coherent framework.

Call (786) 882-4122 or contact us online today. We offer a process that is fully remote.