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概述

Michael Rosen-Prinz maintains a broad trusts and estate practice, including wealth transfer planning, planning for family governance and business succession, cryptocurrency and QSBS planning, and estate, gift and generation-skipping transfer tax matters.

Michael also has deep experience forming and operating single family offices and private trust companies; advising on governance, succession, tax, regulatory and operational issues.
 
In addition, Michael devotes a substantial portion of his practice to cross-border planning for domestic and international families. In this area, he advises clients on foreign trusts, pre-immigration planning and expatriation, as well as inbound and outbound investments and compliance matters related to structuring investment vehicles in the U.S. and internationally.

Select examples of Michael’s prior firm experience include:

  • Prepared straightforward and complex estate plans for individuals.
  • Established private trust companies and family office structures for international and U.S. families.
  • Performed tax efficient domestication of foreign trusts and restructuring of a complex, multibillion-dollar foreign and U.S. structure.
  • Represented a trustee in the administration and the Internal Revenue Service audit of a complex taxable estate consisting of multiple trusts and conflicting beneficiaries and creditors.
  • Represented a family patriarch and matriarch in structuring control and ownership of a multi-hundred million dollar family business to implement a desired management succession plan among descendants as well as the tax-efficient transfer of wealth to irrevocable trusts.
 
  • “Theory Meets Reality: A Practical Look at the U.S. Income Taxation of U.S. Grantors and Beneficiaries of Foreign Trusts,” ALI-CLE International Trust and Estate Planning 2021
    Speaker
  • “I Married an Alien – Considerations for Transfers to Non-U.S. Citizen Spouses, Along with Hot Topics in International Tax and Estate Planning,” 55th Annual Heckerling Institute on Estate Planning
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  • “New Developments,” 16th Annual International Estate Planning Institute, NYSBA/STEP (March 18, 2021)
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  • “Estate and Gift Taxation of NRAs,” ALI-CLE International Trust and Estate Planning 2020
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  • “Planning for the business owner and U.S. clients with foreign investments and foreign assets,” ALI-CLE International Trust and Estate Planning 2019
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  • “International Update,” 53rd Annual Heckerling Institute on Estate Planning
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  • “Planning for Digital Death: Post-Mortem Passwords, Profiles and Posts,” 40th Annual UCLA/CEB Estate Planning Institute
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  • Sacramento Estate Planning Council Technical Forum
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  • STEP Los Angeles Fall Advanced Level Half Day Conference
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  • PLI’s International Estate & Tax Planning 2017
    Speaker
  • The 25th Annual Estate Gift Tax Conference
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教育背景

  • University of California at Berkeley, School of Law, 法学博士
  • 加州大学圣芭芭拉分校, 文学学士, with high honors

执业资格

  • 加利福尼亚州
  • Texas

承认

  • Named in Chambers High Net Worth Guide in Southern California, Private Wealth Law (2018-2022)
  • Named "Best Lawyer" in Trusts and Estates Law, The Best Lawyers in America (2018-2022)
  • Rising Star, Southern California Super Lawyers, Los Angeles magazine (2013-2018)

联系

  • Fellow, American College of Trust and Estate Counsel
  • Member, Planning Committee, USC Tax Institute
  • Executive Committee Member, Trusts and Estate Section, California Lawyers Association
  • Past Chair, Trust and Estates Section, Beverly Hills Bar Association