Firm & attorney
Practice Areas
U.S. customs and trade, import and export compliance, tariff refunds, U.S. investment and international tax, and cross-border wealth and succession.
Most of our clients have a problem that crosses a border: goods, money or family on both sides. Each page below explains what we handle, how a matter usually goes, and what to send us first.
Customs & trade
Customs Holds, Seizures & Trade Compliance
- Holds, exams, detentions and seizures — prompt, record-based responses
- Petitions for relief, protests and CF-28 / CF-29 replies
- Penalties, liquidated damages and prior disclosures
- Classification, valuation, origin and marking compliance
Tariff refunds
Tariff Refunds & Court of International Trade
- IEEPA and other duty-refund reviews, entry by entry
- Liquidation, protest and post-summary-correction deadlines
- Administrative refund claims with CBP
- Litigation before the U.S. Court of International Trade
Import compliance
Import Compliance & Regulatory Filings
- Admissibility review before goods ship
- FDA, USDA, EPA, DOT, FCC and CPSC requirements and registrations
- Labeling, marking and document consistency
- Agency holds, refusals and corrective action
Export controls
Export Controls & Sanctions Compliance
- EAR classification (ECCN) and license analysis
- Restricted-party, end-user and end-use screening
- OFAC sanctions review for cross-border transactions
- Compliance programs, investigations and voluntary self-disclosures
Investment & tax
Inbound Investment & International Tax
- Choosing and structuring the U.S. entity and holding company
- Cross-border ownership, financing and repatriation of profits
- International tax, treaty and transfer-pricing coordination
- Pre-immigration tax planning before residency begins
Tax
Tax Controversy & Compliance
- IRS and FTB notices, audits and collection
- Representation before the U.S. Tax Court
- FBAR and foreign-asset reporting, including late filings
- Foreign gifts, inheritances and trusts; 1031 exchanges
Wealth & succession
Cross-Border Wealth & Succession
- Wills, revocable and irrevocable trusts, incapacity planning
- U.S. estate and gift tax planning for non-U.S. persons
- Holding U.S. real estate and investments across borders
- Business succession and family governance
Probate
Probate, Trust Administration & Guardianship
- California probate, from petition to final distribution
- Trust administration and trustee guidance
- Conservatorships and guardianships
- Estates with heirs, assets or documents abroad
Business
Business Formation & Commercial Contracts
- Entity formation, ownership and governance documents
- Supply, distribution, sales and service agreements
- Investment, acquisition and joint-venture documents
- Ongoing corporate compliance and business succession

Initial inquiry
Start by telling Grace what happened
Grace is our virtual intake assistant. She asks general questions about your matter — what happened, when, and any notices or deadlines — and can help you book a consultation. She does not provide legal advice.
