Practice Areas
Estate, Tax, & Wealth Transfer Planning

Estate, Tax, & Wealth Transfer Planning

Our experienced team offers a broad range of estate, tax and wealth transfer planning services ranging from basic wills to highly sophisticated trust, business and wealth succession strategies.

Planning strategies include:
• Minimizing gift, estate, and generation-skipping taxes through the appropriate use of trusts and other entities designed to take maximum advantage of allowable exemptions
• Protecting assets, where appropriate, from potential creditor claims using several Wyoming trust, business entity, and foundation options
• Domesticating foreign trusts, in whole or in part, in order to avoid increased regulation of foreign trusts with U.S. beneficiaries or that hold property located in the U.S.