Dr. Michael Heimos

Michael Heimos specializes in counseling non-U.S. citizens anticipating U.S. temporary residency or immigration, and investing in U.S. properties and enterprises, as well as vice versa relating to U.S. citizens' outbound interests. Experience assisting these clients includes a variety of matters beyond crafting estate plans - such as counseling family offices on risk management, creating captive insurance programs and using other techniques that augment business efficiencies, interacting with financial institutions on tax and regulatory compliance, and establishing international charities.

Mike has been interested in contributing to the wider professional discussion for most of his career; to date he has published four monographs (looseleafs within the Portfolios series) for Bloomberg Tax, which he continues to update, as well as edition chapters, articles in various journals, and conference papers. He has taught several continuing legal education courses, and paneled at numerous practitioner conferences, most notably of the NYSBA International Section, and the joint NYSBA / STEP International Estate Planning.

Mike’s licensure ('inactive' from Sept 2016) includes the State of Colorado, the US Tax Court and the Federal District Court in Colorado. Current professional affiliations include the Bloomberg Tax Estates, Gifts and Trusts Advisory Board (Emeritus 2017), and the London-based Society of Trust and Estate Practitioners (STEP).