We have extensive experience assisting high net worth individuals and families in preserving their personal wealth through sophisticated estate and gift planning. 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 individually 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.