Estate Tax Planning & Asset Protection

Estate Tax Planning & Asset Protection

Families with high-value estates face complex legal and tax issues — estate tax and asset protection are two of them. we offer a number of advanced estate planning strategies that are primarily aimed at reducing a family’s tax burden and shield assets from creditors' claims. In addition to the estate tax, we also help families navigate the gift tax and generation-skipping tax to pass assets on for successive generations without risk of estate tax decimating the estate at each generation. 

Some of our most popular advanced estate planning tools and strategies include:

  • Life insurance trusts

  • Qualified personal residence trusts

  • Grantor retained annuity trusts

  • Asset protection trusts

  • Dynasty Trusts 

  • Family limited partnerships or limited liability companies

  • Asset gifting

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