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?
- US citizens and residents (regardless of visa status): $15.0 million per person on worldwide assets, adjusted for inflation annually.
- Non-US citizens and non-residents with assets deemed domiciled in the United States: $60,000 per person.
- Federal Estate Tax rates range from 18% to 40%, with additional state-level estate taxes applicable in various states.
- 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
