Advanced Estate & Tax Planning

For individuals and families with significant assets, the foundational estate plan is rarely sufficient. Estate planning is an ongoing discussion that requires a sophisticated understanding of tax law, family dynamics, and the structures best suited to preserving and transferring wealth across generations. 

Gift Planning & Wealth Transfer
Strategic gifting is one of the most effective tools available for reducing estate tax exposure and transferring wealth with “exemption efficiency” during your lifetime. We advise clients on annual exclusion gifting, larger lifetime transfers, pre-liquidity and leveraged gifting, and the use of trusts and other structures designed to accomplish tax and personal planning goals.

Irrevocable Trusts
Irrevocable trusts, including irrevocable life insurance trusts (ILITs), spousal lifetime access trusts (SLATs), grantor retained annuity trusts (GRATs), and others (the whole estate planning alphabet soup of trusts), are powerful planning tools when used appropriately. We have extensive experience drafting, funding, and advising clients on the ongoing administration of these structures, and can assess whether an irrevocable trust belongs in your plan and which type is right for your situation.

Charitable Planning
For clients with philanthropic intentions, charitable planning offers a way to support the causes that matter to you while also achieving meaningful tax benefits. We work with clients to integrate charitable giving into their broader estate plan, including direct bequests, donor-advised funds, charitable remainder trusts, or private foundations.

Business Succession Planning
For clients who own a business, the estate plan and the succession plan are inseparable. We work alongside clients and their other advisors to ensure that ownership transitions, whether to family members, partners, or third parties, are structured in a way that protects both the business and the family.