Education

California Western School of Law, San Diego, California (1996)

Southern Methodist University, Dallas, Texas (1992)

Bar Admissions

California #194232

Membership

American Bar Association

State Bar of California - Taxation, Trusts & Estates

Practicing Since

1996

Todd Douglas Hall

Managing Partner

Phone +1 858.622.7878  

Fax +1 858.622.0411

todd@teeplehall.com

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 an established leading firm in the areas of tax and international law for both 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 and UHNW 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 tax, private client planning 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. Mr. Hall’s initial experience and exposure to international estate and tax planning resulted from his work in advising clients on U.S. outbound transactions. This work, together with Mr. Hall’s enthusiasm for international planning, resulted in his development of a global network of key advisors and firms that advise high net-worth families and individuals throughout the world.   

 

Mr. Hall’s primary work and focus is in three key areas (i) U.S. domestic estate and gift tax planning for HNW individuals and families, (ii) international estate planning for HNW individuals and families for both U.S. inbound and outbound transactions and (iii) U.S. foreign reporting compliance and voluntary disclosure.

 

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 achieve and address a wide range of issues, such as taxation (multijurisdictional), privacy, reporting compliance and family governance concerns. Integral to this work is a deep 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 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.
 

 
Representative Matters

Mr. Hall has worked with hundreds of families and businesses over his career and Representative Matters on which he has advised include:

  • Advised an UHNW dual U.S.-Canada family 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 an 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 motivational speaker and author by providing advice on U.S. estate planning matters, corporate governance issues, and intellectual property rights.

  • Served as long time estate planning counsel to a prominent motivational speaker and author by providing advice on U.S. estate planning matters, corporate governance issues, and intellectual property rights.

  • Advised on numerous high-profile Offshore Voluntary Disclosure cases and led forensic investigations on complex offshore entity and trust structures.

  • Advised the discretionary beneficiaries of a $500 million foreign trust on their U.S. income tax and tax reporting requirements.

  • Planning for U.S. Situs Assets and U.S. Inbound Transactions, An Overview.   March 10, 2015, Updated 2019

  • Foreign Grantor Trust Planning.  April 2018

  • Select Strategies for U.S. Inbound Wealth Transfers – Integrating Foreign Trusts and with PPLI/PPVA Polices.  June 2018

  • NRA’s Holding U.S. Securities – Issues and Planning for U.S. Income and Estate Tax.  January 2019

Wave
Publications
 
 

Teeple Hall, LLP

9255 Towne Centre Drive, Suite 500

San Diego, CA 92121 USA

+1 858.622.7878 main

+1 858.622.0411 fax

www.teeplehall.com

Disclosures

© 2021 by TEEPLE HALL, LLP.