Relocating to the United States presents meaningful tax, estate, and structural considerations, many of which are best addressed before U.S. tax residency begins. Our Pre-Immigration Checklist is designed as a practical, high-level planning aid to help individuals and families organize key information, identify potential exposure areas, and prepare for informed discussions with their advisors.
This checklist is not a substitute for personalized advice. Rather, it is intended to surface important considerations early, particularly for individuals with layered ownership structures, operating businesses, trusts, investment vehicles, or cross-border family arrangements. Timing, priorities, and complexity vary significantly by individual and family. Reviewing these areas in advance can help identify restructuring needs, clarify sequencing and documentation requirements, and allow sufficient time for thoughtful execution before U.S. residency triggers new tax rules.
Complete the form below to receive the Pre-Immigration Planning Checklist and begin preparing for a more informed transition to U.S. residency.
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