- 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