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Estate Planning:

Further Planning Issues and Situations

  • High Net Worth Estates : We assist clients facing significant estate taxes by developing strategies to minimize and/or cover such taxes. These strategies may include generation-skipping transfer tax planning, qualified personal residence trusts, family limited partnerships and limited liability companies, various types of irrevocable trusts, and life insurance planning. We also assist clients in achieving their charitable goals using various types of charitable trusts, supporting organizations, and private foundations. In addition, we advise clients concerning appropriate beneficiary designations for IRAs and employee benefit plans, which are often significant components of estates.
  • Succession Planning for Family Businesses
  • Tax Planning for Family Businesses
  • Charitable Gift Planning

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 “Westbound to the Peninsula” by Ted Kutscher, 2009