Estate Tax Planning
For individuals and families with larger or more complex estates, thoughtful tax planning can help preserve more of your wealth for future generations. Estate tax planning focuses on minimizing potential estate, gift, generation-skipping transfer, and property taxes through customized strategies designed to meet your family's unique goals.
Every estate tax plan we create is tailored to your financial objectives, family circumstances, and long-term legacy goals. You'll work directly with one of our attorneys to develop a strategy that helps protect your wealth while maximizing the value passed on to future generations.
Our estate tax planning services include:
Irrevocable Trusts
We design and implement a variety of irrevocable trusts to help reduce estate taxes, protect assets, preserve family wealth, and accomplish specific planning objectives based on your unique circumstances.
Lifetime Gifting Strategies
We help clients develop gifting strategies that allow them to transfer wealth during their lifetime in a tax-efficient manner. Thoughtful lifetime gifting can reduce future estate taxes, benefit children and grandchildren, and provide financial support to loved ones while allowing you to see the impact of your generosity.
Entity Formation
We assist clients in forming and structuring entities, including limited liability companies (LLCs), limited partnerships (LPs), and other business entities, to facilitate the efficient ownership and transfer of investment assets, family businesses, and real estate while supporting broader estate and tax planning goals.