Law Offices of Jonathon R. Moore, PLLC

Law Offices of Jonathon R. Moore, PLLC
Practice Area: Private Client

The Law Offices of Jonathon R. Moore, PLLC has an active private client practice. Our clients include individuals--entrepreneurs, investors, philanthropists--as well as family businesses, "family offices," domestic and international trusts, and charitable structures for both U.S. and international families. Representation in corporate and commercial matters is frequently on behalf of a corporation or group of companies controlled by a single family, even where that corporation is publicly traded.

Concierge Legal Practice. It is axiomatic that life frequently works differently in different parts of the world. Beyond the obvious differences in legal jurisdictions, systems, practices and cultures diverge. Accordingly, in serving U.S. persons working or living abroad and foreign persons working or living in the United States, we are frequently called upon to go above and beyond providing answers to technical legal problems. Legal aspects of the representation are often enhanced by a practical side. In implementing this approach, the firm endeavors to provide “concierge services,” which our clients expect and deeply appreciate. Indeed, it is frequently necessary to assist clients in ways that they may not anticipate.

In addition to being described in other practice areas of this website, some representative examples of our private client practice follow below.

Inbound Investment in U.S. Real Property. The firm regularly structures investments of foreign individuals and families in real estate in the United States. Typical engagements involve commercial or retail property investments, acquisition and maintenance of vacation properties, and residences for family members (sometimes children attending universities). Structuring typically focuses on maintenance of privacy, shielding owners from disclosure of their identities from dissemination through web search engines, and avoidance of potential exposure to United States federal and state estate taxation. Once the structure is in place, the law firm, through an affiliated company, Ingomar Fiduciary Services, Inc., has the capability to maintain the structure established. We have accounting professionals who ensure that utilities, taxes and insurance are paid timely, and who are available in emergencies or for capital improvement project oversight.

Family Offices. We are long-term, trusted legal counselors to several multijurisdictional families, and in that capacity provide full legal representation to family members, frequently across generational lines, and in whatever disciplines may be needed. While frequently these services can be neatly categorized as tax advice, estate planning or corporate counseling, the firm is experienced in handling matters which cut across legal disciplines. For example, tax and corporate practitioners avoid working on immigration matters, and immigration practitioners invariably are narrow specialists. Our lawyers on the other hand are experienced in melding disparate legal disciplines to achieve client objectives. Accordingly, we frequently work with immigration counsel on structuring businesses to qualify for immigration benefits. Where specific expertise is needed, for example, in intellectual property or creditors’ rights matters, we engage outside counsel specializing in these areas. In that regard, the firm is a member of Eurojuris International a European based network of small and midsize firms practicing in every jurisdiction and every major city in Europe, as well as in numerous other countries. We frequently call upon this network where assistance on foreign law is required.

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