We create sophisticated, multigenerational planning that maximizes the generation skipping tax (GST) exemption; charitable plans using custom beneficiary designations, various charitable remainder trusts (CRTs), charitable lead trusts (CLTs), community foundations and private foundations; various gifting plans; sophisticated insurance plans involving irrevocable life insurance trusts (ILITs) and private split dollar arrangements; multinational plans involving qualified domestic trusts (QDOTs); plans involving family business organizations with asset protection attributes and entity based valuation discounts; and value freezing plans using outright gifting, grantor retained annuity trusts (GRATs), fractional interests, sales, intentionally defective irrevocable trusts (IDITs), split interests and qualified personal residence trusts (QPRTs).
Experience
