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Advanced
Estate Planning
When
a client’s estate is larger than the applicable credit amount (currently
$1,500,000), estate tax issues become more significant. In most
cases, it is possible to implement strategies that can avoid or
dramatically reduce the estate tax burden. Income tax is also frequently
an issue for our clients, and we have strategies that can significantly
reduce that burden. These are the most frequently used advanced
planning tools:
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Family
Business Formation & Succession
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Limited
Partnerships
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Limited
Liability Companies & Corporations
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Self-Settled
Grantor Trusts
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Generation
Skipping Trusts
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Charitable
Remainder Trusts
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Charitable
Lead Trusts
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BERT
Trusts
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