• Focus on the creation of estate tax liquidity
• Advanced planning concepts including:
• Trusts
• Revocable
• Irrevocable
• Intentionally Defective
• GRATS (Grantor Retain Annuity Trusts)
• GRITS (Grantor Retain Interest Trusts)
• Asset Protection
• Wealth Transfer
• We work almost exclusively with the top tax attorneys in the USA.
• We work with specific accounting firms knowledgeable in income tax law, gift law and estate tax planning.
• Our comprehensive estate planning services can include Jurisdictional Planning to evaluate the use of various trust sites. How has your estate planning considered state laws and which states have laws favorable to your trust status and estate planning objectives?
• We have a broad array of products available to effectively plan for and provide estate liquidity.
• Experience with the handling of stock options to comprehensively address client estate planning needs.
• Extensive knowledge in dynastic trusts.

Feel free to contact us at 702.873.1003 with any questions or send us a request for information via email.