J.D. 1996 – California Western School of Law
B.A. Economics 1992 – Southern Methodist University
Bar and Court Admissions
State of California – Admitted
American Bar Association
California Bar Association – Taxation;
Trusts & Estates; Intellectual Property
San Diego County Bar Association
Todd Douglas Hall
+1 858.622.7878 main
+1 858.622.0411 fax
Todd Douglas Hall serves as the Managing Partner of Teeple Hall, LLP and supervises the Firm’s transactional practice groups. After joining the Firm in 1998 as an Associate Attorney, he quickly rose to the rank of Partner through his efforts to develop Teeple Hall, LLP into a leading firm in the areas of tax and international law for corporate and private clients.
Mr. Hall has counseled a diverse client base over his 20+ year career and has significant expertise in an array of practice areas including corporate governance, mergers & acquisitions, advanced estate and gift tax planning for HNW families, international taxation and estate planning, and U.S. foreign reporting compliance matters. With an education in economics and finance, and a strong interest and expertise in private client and international planning matters, the emphasis of Mr. Hall’s practice and the direction of Teeple Hall, LLP heavily emphasizes the Private Client, Tax and International Practice Groups.
While conversant on a broad range of legal matters, Mr. Hall’s work focuses on representing high-net worth individuals and families on a variety of complex and high-value transactions and estate planning matters. Within this area of expertise, Mr. Hall constantly navigates the intricacies and nuances of working with wealthy families in developing, implementing, and managing complex trust and entity structures designed to address a wide range of issues, such as taxation (multijurisdictional), privacy, reporting compliance and family governance concerns. Integral to this work is an understanding of accounting and financial concepts, an astute awareness and appreciation of the overlay of individual and family issues and dynamics, and the ability to develop, create, and manage a collaborative environment among both the family members and the various advisors serving them.
Mr. Hall’s work with high-net worth individuals and families also extends to families and clients whose wealth and associated structures have international elements. In this area, Mr. Hall advises his clients on all crucial aspects of the U.S. implications of international trust and estate planning for both U.S. inbound and outbound matters. Drawing upon his experience working with international transactions, trusts, and tax matters, along with his vast array of contacts among the world’s leading banks, tax, accounting and fiduciary firms, Mr. Hall has gained an international reputation as the “go to” person for complex cases involving international estate, trust, and tax planning.
Of particular note, is Mr. Hall’s expertise and knowledge in the area of U.S. foreign reporting and compliance. As the early 2000s brought a dramatic change in the landscape of U.S. compliance and reporting, Mr. Hall recognized this important shift and positioned Teeple Hall, LLP to be a leader in the area of advising on U.S tax and reporting compliance for U.S. Persons owning or controlling foreign financial assets, trusts and entities.
As a result, Mr. Hall developed significant expertise in advising clients on offshore voluntary disclosure matters including all aspects of case analysis, analysis of potential criminal implications, analysis of ancillary disclosure factors (SEC matters, home country issues, PFIC) forensic investigations, evaluation, and recommendations on filing options, income tax and penalty calculations, audit and review negotiations, and closing letter negotiations. Though the more robust and more forgiving IRS OVDI and OVDP programs of the 2007 – 2018 reporting era have ended, a number of IRS reporting options and approaches remain, and the topic and the issue remain highly relevant for both recalcitrant taxpayers and for individuals and families with U.S. contacts and/or those contemplating planning and estate structures which give rise to U.S. reporting requirements. Mr. Hall’s substantial experience and knowledge in dealing with such cases, positions him to provide solid advice and planning in this very complex and nuanced area.
Mr. Hall holds a J.D. from California Western School of Law and a B.A. in Economics from Southern Methodist University.
Advised an UHNW family with dual U.S. and Canada citizenship on the restructuring of a $100+ million estate through the creation and funding of various trusts and entities. Mr. Hall also provides ongoing counsel on tax matters, corporate governance matters, family succession planning, and coordination of advisors in multiple states and countries.
Advised a European UHNW family on U.S. pre-immigration planning matters, including the design, implementation and management of a family governance structure encompassing multiple trusts and entities that managed and administered assets in excess of $150 million, including high-profile media rights.
Served as long time estate planning counsel to a prominent author and motivational speaker advising on U.S. estate planning matters, corporate governance issues, and intellectual property rights.
Advised numerous high-profile Offshore Voluntary Disclosure cases and led forensic investigations on complex offshore entity and trust structures.
Advised the discretionary beneficiaries of a $250 million+ foreign trust on their U.S. income tax and tax reporting requirements.