Advanced Estate Planning

You’ve worked hard your whole life to provide for your family and make your loved ones more secure.  Without advanced estate planning strategies, much of the significant assets you have accumulated may end up with the IRS and state taxing authorities.

Our firm regularly assists affluent families with such sophisticated planning strategies as Family Limited Partnerships, Limited Liability Companies, Spousal Access Trusts, Grantor Trusts, Sales to Irrevocable Trusts, Personal Residence Trusts, Grantor Retained Annuity Trusts, Irrevocable Life Insurance Trusts and a wide range of charitable gifting techniques to reduce federal and state estate taxes, gift taxes and generation skipping transfer taxes.

Whenever appropriate we advise structuring trusts as multi-generational or so-called “dynasty” trusts to protect assets for children and future generations.

You've worked hard your whole life to provide for your family and make your loved ones more secure. Without advanced estate planning strategies, much of the significant assets you have accumulated may end up with the IRS and state taxing authorities. Learn More

A Family Limited Partnership (FLP) and a Limited Liability Company (LLC) can be a form of ownership among members of a family. The main advantages of such entities are estate and gift tax savings and asset protection. An FLP or LLC also allows you to retain control over the transferred assets while enjoying these advantages. Read More

People are increasingly using the legal system to unjustly deprive others of their life's work. Business owners, professionals such as doctors, dentists, lawyers, accountants, and property owners in particular are aware of the risks associated with conducting their business, practicing in their respective fields, and taking responsibility for others. Read More

No company can survive without an able owner or manager at the helm. In the event of a key person’s sudden death, illness, or retirement, businesses are often left scrambling to find a suitable replacement. Read More

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