Michelle B. Graham
Partner | San Diego
Secretary Louise Kerrison
Michelle is a partner in the private client and tax team.Her team focuses on estate planning and tax planning strategies for both domestic and international clients. She has considerable experience in advising both US and non-US clients on tax planning matters, including planning and implementing strategies to minimize global taxation and IRS compliance with regard to foreign reporting.
Michelle advises non-US individuals around the world on investing in the United States, as well as advising US individuals residing outside of the country on their US tax filings and global estate planning. Her cross-border experience includes work in Latin America, Asia, Europe, Australia, Canada and the Middle East.
She has done a substantial amount of work for migrating clients, including corporate executives moving from state to state and abroad and those choosing to retire or have a second home in California.
Michelle also advises on sophisticated planning issues for family businesses, including structuring and implementing intra-family sales, buy-sell agreements and family business succession planning.
Michelle is recognized as a “key lawyer” by The Legal 500 US in 2021 and 2020 in the area of international tax. She is also ranked in Chambers High Net Worth Guide, Legal Week's Private Client Global Elite, Best Lawyers in America®, San Diego Magazine's 'Top Lawyers,' San Diego Super Lawyers, Women Leaders in the Law and has achieved a Martindale-Hubbell® AV Rating.
The way she conducts herself is excellent.
She can break things down very well so clients can understand, which is important for such complex cases.
She is a very big name for what she does, but she is very down to earth and she communicates very well.
Michelle takes the time to thoroughly understand and evaluate your situation. She communicates well and clearly explains her findings and recommendations.