Estate tax planning and wealth transfer

From the start, we focus on a “whole family portrait.” We listen carefully to clients to deliver innovative, tailored solutions for every high-net-worth challenge. We will also work closely with your existing team of advisors so that a custom plan responds to unique succession needs.

Estate, Gift, and Trust Planning

• We work closely with your attorneys to evolve your estate plan.
• We can help eliminate an estate tax burden for you and your heirs.
• We’ll estimate estate taxes under your current plan, and propose alternatives that might carry measurable savings.
• We’ll identify potential liquidity issues at death caused by estate taxes, and generation-skipping transfer opportunities.

Preserving and Transferring Wealth

• We can craft tax-effective gift programs using family limited partnerships, charitable trusts, generation-skipping trusts, and other mechanisms.
• We’ll explore intra-family loans with minimum borrowing-rate features.
• We’ll analyze and update your estate plan to capitalize on tax advantages, assuring beneficiaries and not the government, retain the largest possible share of your wealth.
• We can make sure heirs have sufficient liquidity to pay estate taxes.