Over 30 years of estate and gift tax planning, and asset protection planning, mostly for high net worth individuals and estates. Consultation, planning and preparation of revocable and irrevocable trusts, grantor trusts, family limited partnerships, S corporations, LLCs, LLPs; shareholder and other business continuation agreements, life insurance trusts; planned charitable giving; post-death tax planning for estates, trusts and the decedent’s family; complex probates. Over 30 years of estate and gift tax planning, and asset protection planning, mostly for high net worth individuals and estates.
Consultation, planning and preparation of revocable and irrevocable trusts, grantor trusts, family limited partnerships, S corporations, LLCs, LLPs; shareholder and other business continuation agreements, life insurance trusts; planned charitable giving; post-death tax planning for estates, trusts and the decedent’s family; complex probates. Over 30 years of estate and gift tax planning, and asset protection planning, mostly for high net worth individuals and estates. Consultation, planning and preparation of revocable and irrevocable trusts, grantor trusts, family limited partnerships, S corporations, LLCs, LLPs; shareholder and other business continuation agreements, life insurance trusts; planned charitable giving; post-death tax planning for estates, trusts and the decedent’s family; complex probates.