Barry focuses his practice on sophisticated wealth transfer issues for individuals and families, especially those with international planning issues.
His specific areas of expertise include:
Estate and tax planning, including the preparation of wills, trusts, and related documents
International estate planning, including issues involving U.S. income and transfer tax, potential problems with revocable trusts, foreign trust compliance, community property and jointly owned property considerations for non-citizen spouses, qualified domestic trusts (QDOTs), foreign investment in U.S. real estate, foreign gifts and information disclosure requirements, Foreign Bank Account Reporting (FBAR) and other often overlooked informational returns, Controlled Foreign Corporations (CFCs) and Passive Foreign Investment companies (PFICs), expatriating individuals, conflicts of laws, and forced heirship
Charitable gift planning and administration including extensive experience with conservation easements and related issues