Created IRA/401k see-through trusts to ensure distribution of retirement assets as clients intended.
Successfully defended Florida estate against domicile challenge by Illinois Attorney General.
Utilized GRATs to move appreciation on various assets to trusts for clients’ children using little of clients’ gift tax exemptions.
Established LLCs to hold, manage, and retain clients’ passive investments and gifted interests in LLCs to trusts for clients’ children at a significant gift and estate tax savings.
Created multiple SLATs to utilize clients’ current federal gift tax exemptions and minimize future federal estate taxes.
Drafted Wills and Revocable Trusts for individuals, partners, and married couples.