About Charles Harris
Charles Harris helps high-net-worth individuals and owners of closely held businesses on matters related to tax and estate planning. Charles is recognized as a leading lawyer on tax and estate planning by the Chambers High Net Worth guide, which cited his "expertise in handling planning for US citizens with foreign interests, including US citizens who live elsewhere, or who are marrying a non-US citizen."
Recognized tax planning insight for US citizens with foreign interests
As a certified public accountant as well as a private practicing attorney, Charles helps private equity investors in structuring their investments in a tax efficient manner and in planning for the transfer of their interests to family members. His estate planning skills include restructuring stock ownership in closely held businesses, establishing family limited partnerships, developing business succession plans, creating various trusts and limited liability companies, and analyzing the income, gift and estate tax implications of various techniques. In addition, Charles counsels executives of publicly traded companies, advising them on effectively planning for the exercise of stock options and structuring distributions from retirement plans.
Practice Focus
- Tax and estate planning
News
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August 20, 2020
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July 9, 2020
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January 29, 2020
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July 12, 2019
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January 24, 2019
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August 6, 2018
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January 25, 2018
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January 13, 2017
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January 8, 2016
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Publications
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January 15, 2021
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November 24, 2020
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March 23, 2020
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November 25, 2019
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December 4–7, 2018
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November 19, 2018
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February 28, 2018
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November 20, 2017
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November 21, 2016
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Presentations and Events
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Speaker | Advising UHNW Families During a Period of Seismic ChangesOctober 14, 2020
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SpeakerOctober 15, 2019