Advanced Planning

We pride ourselves on the sophisticated, custom-tailored solutions we design to address our clients’ tax and non-tax goals. We think “outside the box” to create cutting-edge wealth transfer and preservation plans for our clients.

  • Dynasty Trusts
  • Inheritance Planning
  • Family Legacy Planning
  • Spousal Lifetime Access Trusts
  • Estate, Gift, and GST Tax Reduction/Elimination
  • Qualified Personal Residence Trusts
  • Lifetime QTIP Trusts
  • Private Annuities 
  • 678 Trusts 
  • Charitable Planning