Shawntel Randi

My focus

High-Net Worth Individuals and Families

I assist individuals and families in the U.S. and abroad with structuring comprehensive estate plans that ensure the client’s objectives are met for generations to come while taking into consideration multijurisdictional succession, tax, and reporting concerns.

International Private Clients

In addition to advising U.S.–based domestic clients, I advise non–U.S. persons with U.S. connections, U.S. persons living abroad, and U.S. persons with foreign investments, on the myriad of U.S. tax and reporting regimes, including U.S. federal income and transfer taxes, as well as foreign entity reporting and taxation (PFICs and CFCs), FIRPTA, and FATCA.

Trusts and Fiduciary Services

I use my previous experience at a Swiss trust company to help clients structure and administer trusts and underlying holding structures in the most efficient and practical manner, while at the same time providing sophisticated guidance regarding any tax and reporting implications.

Looking ahead

The increase in enforcement of U.S. information reporting such as FATCA and foreign trust reporting (Form 3520) will greatly affect families with U.S. connections, whether it be trust beneficiaries that are U.S. persons or investments in the U.S. In addition to considering tax and succession issues when structuring an estate plan, families will need to consider and plan for what information is required to be disclosed and to whom.

Insights

• “The Perfect Jurisdiction—A Game of Snakes and Ladders,” International Bar Association Private Client Conference, London, March 6, 2024
• “A Resurgence of Offshore Trusts?” STEP Bermuda, November 30, 2023
• “Ethics and sustainability in the changing world of private wealth advisory,” AIJA - International Association of Young Lawyers, Wealth Lab, Zurich, Switzerland, October 13, 2023
• “Hot Topics in US International Private Client Realm,” Transcontinental Conference Bermuda, July 30, 2023 
• “Recruiting, Retaining and Developing the Next Generation of Private Client Lawyers,” International Bar Association Private Client Conference, London, March 7, 2023
• “Foreign (Grantor) Trusts—On Grantor’s Death Shall we Part?” STEP NY, New York, February 23, 2023