A lifetime of accomplishments. Family. Legacy. How to preserve assets and transfer wealth is one of the more challenging issues facing high net worth individuals and families. Tax laws and compliance regulations are complicated, and proactive guidance is needed for you to achieve your goals. Our Wealth Transfer team provides guidance in the establishment of trusts, estate planning, charitable giving and gifting. Working with your advisors, we will help you leave your legacy the way you want.

Our services include:

Estate Planning & Compliance

  • Review of estate planning documents
  • Preparation of federal and state estate, gift, fiduciary, and exempt organization income tax returns
  • Representation before the IRS and state taxing authorities

Wealth Transfer

  • Structuring of trusts
  • Evaluation of generation-skipping transfer tax issues
  • Multi-generational planning
  • Business succession planning
  • Education of future beneficiaries regarding wealth preservation across multiple generations
  • Counseling of fiduciaries regarding administration of trusts

Our team works with you and your advisors to select the right wealth transfer vehicle that will help you achieve your goals. Our experience includes working with a variety of vehicles including:

  • Grantor Retained Annuity Trusts (GRATS)
  • Qualified Personal Residence Trusts (QPRTS)
  • Charitable Remainder Trusts (CRTS)
  • Charitable Lead Trusts (CLTS)
  • Family Limited Partnerships
  • Sales to Defective Grantor Trusts
  • Intra-Family Loans
  • Life Insurance Trusts
  • Planning for Retirement Assets

Private Foundations & Public Charities

  • Establishment, operation, and compliance for private foundations and public charities
  • Income tax return preparation and compliance

News & Insights

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