International Tax and Estate Planning Lawyer, U. S. Income and Estate Tax and Wealth Transfer Planning

About Melvin A. Warshaw Esq

More than 40 years experience as a U. S. estate planning and tax lawyer.

He currently represents U. S. and non-U. S. high net worth individuals, families and companies on a wide range of personal and business tax matters, especially in connection with cross-border income and estate tax planning and compliance in the U. S. He is admitted to practice in the Commonwealth of Massachusetts in the U.S.

Mr. Warshaw received an L.L.M. (Tax) from Georgetown University Law Center. He received a J.D. from St. Louis University School of Law and he received a B.A. cum laude from the University of Rochester.

Melvin A Warshaw Esq.

Areas of Expertise

Non US citizens | Pre-immigration tax strategies

Mr. Warshaw regularly advises non-U. S. clients on structuring inbound pre-immigration tax strategies including basis step-up in legacy assets, avoiding the U. S. CFC and PFIC anti-deferral tax regimes, optimizing use of foreign tax credits, minimizing green card status as well as advising on and drafting of “drop-off trusts.”

Current US citizens | Minimizing US Exit Tax

He also advises long-term green card holders and U. S. citizens on planning to minimize their U. S. exit tax through gift programs, managing equity compensation and by drafting “expatriation” trusts and considerations of a change of domicile outside the U. S.

Current US citizens | Tax Filing Compliance Advice

He has also counseled clients in complying with their U. S. tax filing obligations by engaging accountants and bringing such taxpayers into compliance with their numerous U. S. international tax reporting requirements.

Cryptocurrancy International Taxation Advice

He has also advised on the U. S. international tax aspects of cryptocurrency, including how to become U. S. tax compliant and how to mitigate U. S. tax implications prior to and following renouncing U. S. citizenship.

Melvin A Warshaw

Experience

Mr. Warshaw’s legal career has included a variety of different roles in the field of sophisticated international wealth transfer and estate planning. He is a past partner of McDermott Will & Emery’s highly regarded Private Client Department, having established the Boston office practice in 1997. He also served as a senior wealth advisor in JP Morgan Private Bank’s Boston and Greenwich CT offices. He was also formerly general counsel to a large national brokerage that focused on delivering liquidity planning strategies and he has a strong understanding of the array of onshore and offshore life insurance products. Mr. Warshaw began his legal career in the Office of the General Counsel at the Internal Revenue Service National Office in Washington, D.C. At present, Mr. Warshaw is in sole practice working from his home offices in Wellesley and Stockbridge, Massachusetts. His clients reside throughout the world from India, Singapore, China and Hong Kong to the Caribbean and throughout Europe and in Israel.
Melvin A Warshaw

Experience

Mr. Warshaw’s legal career has included a variety of different roles in the field of sophisticated international wealth transfer and estate planning. He is a past partner of McDermott Will & Emery’s highly regarded Private Client Department, having established the Boston office practice in 1997. He also served as a senior wealth advisor in JP Morgan Private Bank’s Boston and Greenwich CT offices. He was also formerly general counsel to a large national brokerage that focused on delivering liquidity planning strategies and he has a strong understanding of the array of onshore and offshore life insurance products. Mr. Warshaw began his legal career in the Office of the General Counsel at the Internal Revenue Service National Office in Washington, D.C. At present, Mr. Warshaw is in sole practice working from his home offices in Wellesley and Stockbridge, Massachusetts. His clients reside throughout the world from India, Singapore, China and Hong Kong to the Caribbean and throughout Europe and in Israel.
Melvin A Warshaw

Publications

We Are Outta Here! Relocation Options for UK Non Doms and Others

UK Non-Doms: UK US Planning for Current and Upcoming UK Non-Domiciled Taxpayer Regimes

Expatriation and Choosing the Right Jurisdiction

The Tax-Efficient Way to Move to the USA

The International Family Offices Journal

SHOULD I EXPATRIATE?

Wealthy UK Non-Doms: Start Planning for New Labour Government

LARRY KRAUS FAMILY OFFICE TAX INSTITUTE

Episode 170 – The Tax Implications of Moving to America With David Lesperance and Melvin Warshaw

Tax Experts David Lesperance and Melvin Warshaw | My Latin Life Podcast #91

Immigration Strategies for Israelis Moving to the US, Pt 1

Tax Strategies for Israelis Moving to the US, Pt 2

Celebrity Estates: King Charles III and How International Heirs Impact Tax Planning

Rishi Sunak revealed to have U.S green card

Increased Crackdown on Citizenship and Residency by Investment Programs

How to Expatriate from the United States - Part 2: Renouncing US Citizenship or Green Card Status

How to Successfully Expatriate from the United States - Part 1: Pre-Expatriation Planning

What's Driving Americans to Expatriate or Get Second Citizenships in 2023? David Lesperance and Mel Warshaw on the Mobility Standard

Americans Moving to Portugal: It's Not as Simple as You've Been Told - Part 3

Americans Moving to Portugal: It's Not as Simple as You've Been Told - Part 2

Americans Moving to Portugal: It's Not as Simple as You've Been Told

A Possible Silver Lining for Green Card Holders?
Mitigation of exit and inheritance tax

Form 8854 Expatriation Statements Now in the Crosshairs

U.S. Estate Planners and Foreign Property: Part I

U.S. Estate Planners and Foreign Property: Part II

Trouble Ahead for Certain Green Card Holders: Part I

Trouble Ahead for Certain Green Card Holders: Part II

Lessons Learned From U.K. Chancellor With U.S. Green Card
Tax evasion scheme versus legitimate planning strategy

Wealth Counsel Quarterly Tax Advice for the Mobile Executive: Part I

Wealth Counsel Quarterly Tax Advice for the Mobile Executive: Part II

Common Tax, Investment, and Immigration Mistakes Among U.S. International Citizens, Permanent Residents, and Foreign Investors in the United States

Expatriation as an out of Body Experience

Get in touch

Melvin A Warshaw

Contact

If you would like to work with Melvin. have him present at your event or would like to interview him for a publication please get in touch at the email below or book a free discovery call to discuss your requirements.