Areas oF Practice

Wealth Transfer Tax Planning

Presently, there are three major systems of wealth transfer tax planning applicable to transfers of property in the United States. These are the gift tax, the estate tax, and the generation-skipping transfer tax. The issues and concepts involved in appropriate planning to minimize the imposition of any of these taxes must be taken into consideration along with the basic state-law trust planning issues, in order to maximize the amount of wealth that passes to a client’s designated beneficiaries. Of course, careful consideration must be given to maintain built-in flexibility to respond to the possibility of future change, whether in the tax laws, the economy or the family situation itself.

Attorneys / Wealth Transfer Tax Planning

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