Sopisticated Estate Planning

  • FLPs/LLCs
    Using Family Limited Partnerships and Limited Liability Companies to facilitate estate planning.


  • GRATs
    GRATs can "leverage" your Applicable Credit and allow you to gift more at less tax cost.

  • QPRTs
    How a Qualified Personal Residence Trust can save gift and estate taxes.

  • Intentionally Defective Grantor Trusts
    (Under Construction) 

  • Charitable Trusts
    A charitable remainder unitrust can provide income and estate tax benefits, avoid capital gains tax and provide funds for research, helping the needy or other philanthropic goals.

  • Private Foundations
    Private foundations can be a philanthropic legacy for wealthy donors.
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