Capabilities
Trusts & Estates
Advanced Estate & Tax Planning
Advanced Estate & Tax Planning
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Our attorneys advise high-net-worth individuals and families on sophisticated estate planning strategies designed to reduce taxable estates and maximize wealth transfer efficiency. We tailor each plan to reflect a client’s financial profile, family structure, and long-term objectives—always staying ahead of changing tax laws and leveraging every available planning opportunity.
Our services include:
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Tax Credit Shelter Trusts
Utilizing unified credit (estate tax exemption) through bypass trusts and other structures to preserve tax-advantaged wealth transfer.
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Marital Deduction Planning
Leveraging the unlimited marital deduction through properly structured trusts (e.g., QTIP trusts) to defer estate tax and provide spousal support.
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Generation-Skipping Transfer (GST) Tax Planning
Implementing trusts that span multiple generations to reduce cumulative taxation and preserve family wealth over the long term.
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Lifetime Gifting Strategies
Designing annual exclusion gifting programs, grantor-retained interest trusts (GRATs), and intra-family loans to reduce the taxable estate during life.
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Valuation Discount Planning
Applying strategic ownership structures such as family limited partnerships (FLPs) to reduce gift and estate tax valuations while maintaining control and income flow.
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Charitable Planning
Structuring charitable lead and remainder trusts (CLATs and CRATs), private foundations, and donor-advised funds to align philanthropy with estate tax reduction.
Our team partners with financial advisors, accountants, and family offices to ensure every estate plan integrates seamlessly into a client's overall financial and tax planning strategy.
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