Michelle B. Graham

Partner

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.

Secrétaire Ada Pineda

‘‘

Michelle takes the time to thoroughly understand and evaluate your situation. She communicates well and clearly explains her findings and recommendations.

Chambers High Net Worth Guide, 2021
‘‘

She is a very big name for what she does, but she is very down to earth and she communicates very well.

Chambers High Net Worth Guide, 2020
‘‘

She can break things down very well so clients can understand, which is important for such complex cases.

Chambers High Net Worth Guide, 2020
‘‘

The way she conducts herself is excellent.

Chambers High Net Worth Guide, 2020

Admissions

Publications

Memberships

Talks

State of California, 1995

IRS removes one of four options to correct foreign reporting,’ Accounting Today - November 9, 2020, co-author

‘The California Exodus: How to stay golden in the Golden State,’ Daily Journal’s ‘Wealth with Withers’ column - October 9, 2019, co-author

International Academy of Estate and Trust Law (IAETL) Academician

American College of Trust and Estate Counsel (ACTEC) Fellow

U.S.- Mexico Bar Association (Barra de Abogados Mexico-Estados Unidos) - Tax Section - Board of Directors

‘Planning for US persons with foreign assets,’ San Francisco Estate Planning Council - September 22, 2021, co-presenter

‘Community Property: Impact on Marital Rights and Estate Planning,’ Minnesota CLE 2021 Probate & Trust Law Section Conference - June 8, 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 - May 5, 2021, co-presenter

Études


Langues


  • English

Dates


A rejoint

2015
Associé

2015

Regularly works with...