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Estate Planning:

Further Planning Issues and Situations

  • High Net Worth Estates
  • Succession Planning for Family Businesses
  • Tax Planning for Family Businesses : We help clients minimize the impact of the federal estate tax so as to avoid having to liquidate the family business when the majority shareholder passes away. We can recommend planning techniques that will allow our clients to leverage their credits and exclusions against the various transfer taxes. These techniques include grantor-retained annuity trusts, sales to defective grantor trusts, family limited partnerships or limited liability companies, and irrevocable trusts funded with life insurance.
  • Charitable Gift Planning

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 “Westbound to the Peninsula” by Ted Kutscher, 2009