Gideon’s clients are high net worth individuals ranging in net worth between $5 million and more than $1 billion.  Clients include real estate investors, CEOs of public companies, professionals, hedge fund managers, entrepreneurs, and closely held business owners. They have varied needs including cross border planning, asset protection planning, estate administration, and wealth transfer planning and implementation.  He works closely as needed with financial advisors, accountants and business consultants to achieve his clients’ objectives.

Some of the more interesting/creative assignments consisted of the following:

• Representing dozens of taxpayers with unreported foreign accounts before the IRS under the Offshore Voluntary Disclosure Initiative.
• Assisting a family office with multi-generational estate and wealth preservation planning strategies.
• Assisting a U.K. resident with the purchase of U.S. real estate using a trust structure that avoids U.S. estate tax and is income tax efficient.
• Assisting a Chinese client with pre-immigration planning including the establishment of trusts and entities to minimize the impact of U.S. income and estate taxes.
• Assisting a U.S. client with creation of a foreign trust to protect his assets from potential future litigation.
• Creating a revocable trust for an incompetent person under a guardianship proceeding to effectuate a more tax efficient estate plan than under his existing Will.
• Retention as an expert witness on numerous matters involving foreign asset protection trusts.
• Developing a plan to minimize the tax consequences attributable to distributions from a foreign trust to U.S. beneficiaries.
• Representing a trust company with respect to trust litigation