Gift Tax Planning

Gifting is an important component of an overall strategy of saving estate tax and protecting assets.

Gift tax planning involves evaluating the needs, goals and objectives of the family and then implementing a multi-generational asset succession strategy to achieve those objectives.

Many of the strategies involve the use of limited liability companies, partnerships, trusts, and corporations to achieve discounted values that allow the maximum value of assets to be transferred at as low a cost as possible.

Gift Tax Compliance involves the successful implementation of the planning strategy agreed to in the planning process. It includes making sure the trustees fulfill their duties, that the senior and junior family members fulfill their duties and all federal and state law compliance matters are dealt with appropriately.

I look forward to working with you and your family to realize your dreams.