HAVE A QUESTION? WE WILL CALL YOU!
- Tax-saving transfer of business interests to children using GRATS and Family Limited Partnerships.
- Successful integration of an installment sale with a Grantor Trust and a Family Limited
Partnership to transfer assets to children without paying gift taxes.
- Restructuring of IRA and pension plan assets to increase assets distributed to children.
- Formation of dynasty and generation-skipping trusts to leverage assets to children and grandchildren.
- Smart use of a Charitable Remainder Uni-Trust (NIMCRUT) and Family Limited Partnership to fund a retirement plan and reduce taxes on the sale of a business.
- Estate planning for non-U.S. citizens with domestic and offshore trust vehicles.
- Effective structuring of buy-sell agreements between family and non-family members to optimize tax results and achieve family harmony.
- Innovative use of Private Placement Insurance to shield an investment portfolio from income and capital gains taxes.
- Creative use of structured finance transactions such as equity collars and forward contracts to minimize capital gains taxes on the sale of publicly traded stock.
- Innovative restructuring of executive stock options to avoid triggering taxes upon their exercise.
- Employ successful techniques that the top Fortune 500 executives utilize to build wealth for retirement.
- Enjoy the same strategies used by America’s most affluent families to save taxes and create wealth.
- Implement asset protection strategies that shield assets from future creditors.
- Avoid taxation of invested capital under well-established IRS rules.
- Optimize your pension assets and plan elections.
- Learn how to sell your business without paying capital gains taxes.
- Utilize cutting-edge strategies to reduce estate, capital gains, and income taxes.
- Take advantage of specialized charitable tax planning techniques such as private foundations, supporting organizations and charitable remainder trusts.
- Incorporate unique clauses the wealthy utilize in their wills and trusts.
- Capitalize the latest IRS rulings in sophisticated estate and income tax panning.
We are a law firm & asset management firm providing our clients with cutting-edge
solutions in the following seven key practice areas. Private Wealth Management, Estate
Planning Design, Income Tax Reduction Strategies, Executive Compensation Strategies,
Asset Protection Planning, Family Protection Planning & Tax-Advantaged Investments.
All of our clients have expert personal advisors, CPA’s, investment bankers &
insurance people who help them in different ways. We make sure all these areas
are coordinated by looking at you financial situation from a cross-disciplinary basis-
not just from a legal perspective, & not just from a financial perspective, but across
the board with a unique multi-dimensional framework.