ESTATE PLANNING
ESTATE PLANNING
What are our Estate Planning Services?
- We specialize in estate planning for entrepreneurs with privately held businesses that are amenable to discounted valuation gift opportunities and funding special purpose trusts (estate freezing techniques).
- This planning technique works well before any documented liquidity events
- Building Delaware Limited Liability Companies that serve as repositories of family wealth and as private family offices for management purposes
- Implementing family office entities and trusts in tax-advantageous locations for non-US citizens and residents, subject to tax laws and regulations of the client’s domicile nation
- Acting as the client’s single point of contact for legal and accounting services relating to the family office entities
Why plan your Estate Planning now?
- In the United States, the estate tax exemption per person is approximately $12,920,000, which is scheduled to sunset in January of 2026
- In high-net-worth families, it pays to utilize this exemption as soon as practicable and freeze the estate value utilizing advanced estate planning techniques.
- In the United Kingdom and Europe, existing estate tax laws are likely to consume one-half the family’s wealth upon the death of the family patriarch and entrepreneur
- Thus, it is prudent to proactively plan these estates and minimize the impact of estate taxes
- We offer a free initial consultation so that we can propose planning solutions that suit your needs and fit your budget
