Federal gift and estate tax planning is (and planning for the generation skipping transfer tax) often, by necessity, a critical companion in developing a comprehensive estate plan. I am experienced in analyzing assets and their values for tax reporting purposes and working with clients in determining how assets can be transferred to beneficiaries during life and at death in a tax efficient manner. A broad range of trusts designed to meet both beneficiary needs and tax planning objectives can be considered for implementation as part of a tax-driven estate plan, including Grantor Retained Annuity Trusts, Irrevocable Life Insurance Trusts, Charitable Remainder Trusts, and a broad range of other tax planning vehicles.
Tax-efficient gifts and bequests to beneficiaries and trusts are an important part of building a comprehensive estate plan. My experience in developing these types of strategies assists with assessments of the rewards and risks associated with a broad range of tax planning techniques.