Estate Planning
Our estate planning attorneys represent a variety of high net worth individuals and multi-generational families, from those with significant inherited wealth invested in diversified assets to those with major equity holdings in closely held businesses created by them or their families. We help our clients design lifetime gifting strategies and comprehensive and flexible estate plans so that they can achieve their personal and family objectives through the tax-efficient transfer of assets, with personally tailored gift and estate planning techniques and instruments, including the use of:
As part of each estate plan, we consider the impact of federal income, estate, gift, and generation-skipping transfer taxes on the transmission of wealth. We also understand that tax savings, while important, are often a secondary priority for our clients as they decide how and when to transfer assets to their family members and other beneficiaries. In this area of practice, we have had considerable experience in addressing a broad range of problems and in developing comprehensive individual and family estate plans that take into consideration the unique relationship and goals of each client. This experience transcends tax issues and can only be gained by decades of practice. See more information on attorneys in this practice group H. Stewart Dunn, Jr. We have offices in Washington, D.C. and Los Angeles, California and provide legal advice and services to clients both nationally and internationally. |
