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