Sopisticated Estate Planning
Using Family Limited Partnerships and Limited Liability Companies
to facilitate estate planning.
GRATs can "leverage" your Applicable Credit and allow
you to gift more at less tax cost.
How a Qualified Personal Residence Trust can save gift and estate
Intentionally Defective Grantor 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.
foundations can be a philanthropic legacy for wealthy donors.