We work with financially successful families and their advisors in implementing wealth transfer strategies that create the orderly disposition of assets to their heirs as well as providing adequate survivor income and estate equalization. We assist families and their advisors in creating plans that minimize the effect of transfer taxes; plans that protect wealth transfers from creditors by using special trusts; plans that provide funds to keep the family business intact for future generations or retain the value in case of a sale by using buy-sell plans; plans that fund a client’s legacy planning for example, charitable trusts. The following are some examples of specific areas where we assist our clients in meeting their stated goals. Click on each link for a detailed description and diagram.
- Private Financing
- Charitable Giving
- Family Limited Partnerships/Dynasty Trust
- Spousal Lifetime Access Trust