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.

ACTEC

Mr. Warshaw is a Fellow of The American College of Trust and Estate Counsel, a national organization of lawyers who are peer-elected to membership. ACTEC Fellows are considered the best and brightest in the trust and estate practice, with years of experience representing and advising families.

The International Academy of Estate and Trust Law.

Mr. Warshaw is an Academician of The International Academy of Estate and Trust Law. The Academy is an international peer-reviewed organization comprised of a small select group of highly accomplished international private client lawyers in 50 countries.

Massachusetts Bar Foundation

He is a past Chair of the Trusts & Estates Section of the Boston Bar Association. He is currently a Fellow of the Massachusetts Bar Foundation, which administers the IOLTA Grants Program in Massachusetts which awards grants to non-profit organizations that provide civil legal services to low-income clients in the state.

American Bar Association

He also has been a longtime member of the American Bar Association Real Property and Probate Section, International Committee of the Income and Transfer Tax Planning Group

Society of Trust and Estate Professionals

Mr. Warshaw has been a Full Member (TEP) of the Society of Trust and Estate Professionals (STEP) since 2006. He earned a STEP Advanced Certificate in Cross-Border Estates in 2017. He is currently a member of the STEP Special Interest Groups on International Client and Cross-Border Estates. He presented at the STEP New York Chapter chapter webinar “Departing the U. S. Tax System” on the topic of “Expatriation: Exit and Inheritance Tax Regimes on November 3, 2021. He also presented at the STEP New York chapter webinar “Migrating to the U. S.” on June 16, 2020. In May 2020 and November 2020, Mr. Warshaw presented a webinar on the topic of China – U. S. cross-border tax considerations for the STEP Mid-Atlantic (Washington, DC chapter) and the STEP Boston chapters, respectively. His original presentation on this topic was delivered at the STEP Wyoming 2019 conference in Jackson.

Boston Probate and Estate Planning Forum

Mr. Warshaw is a current member of the Boston Probate and Estate Planning Forum, and the Boston Estate Planning Council On April 7, 2021, Mr. Warshaw delivered a presentation “Pre-immigration and Pre-expatriation Planning” to the Boston Probate and Estate Planning Forum. ,

IBA

Mr. Warshaw is a current member of the International Bar Association (IBA) Private Client Tax Committee.