Chelsea Hunter

Experienced guidance on domestic and international tax and wealth management matters

Chelsea Hunter advises families, individuals, family offices and fiduciaries in connection with tax and estate planning matters, with a focus on international tax planning and global wealth management. Her experience includes:

• Cross-border and cross-generational transfers of wealth
• Treaty planning
• Pre-immigration and mobility planning
• Estate planning
• Trust and estate administration
• Tax controversy resolution

• Advising individuals and families on international tax matters, including cross-border and cross-generational transfers of wealth, treaty planning and estate planning.
• Advising on U.S. tax considerations related to foreign trusts, including anti-deferral rules, reporting obligations and developing tax efficient structures.
• Drafting trust and estate planning documents, including wills, trusts, intentionally defective grantor trusts, grantor retained annuity trusts, qualifying domestic trusts, spousal lifetime access trusts, charitable trusts, insurance trusts and special needs trusts.
• Advising and conducting estate administration.
• Representing clients in tax controversies before the Internal Revenue Service.
• Preparing and reviewing individual, gift and estate tax returns.