Consulting on Estate Tax Elimination and Minimization
- Credit Shelter Trust Structuring
- Defective Grantor Trusts
- Spousal Disclaimers
- Private Annuities
- Gifting Programs
- Family Partnerships and Family Limited Liability
Companies
- Discounting Fair Market Value of Estate Assets
- Charitable Remainder Trusts: Annuity Trust
and Unitrust
Consulting on Business Succession and Asset
Transfers
-
Preparation of Estate and Gift Tax Returns
-
Buy-Sell Agreements
-
Estate Equalization Techniques
-
Cash Flow Considerations
-
Minimizing Effect of Income with Respect
of a Decedent
-
Utilizing Step-up Asset Basis: IRC Section
1014
-
Explore Options Available to Maintain Family
Harmony
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