Tax Strategies For High Net Worth Individuals

We Protect High-Asset Estates

If your estate exceeds the federal exclusion amount, your goal may be to transfer wealth in an efficient way during your lifetime. We are experienced in a variety of advanced estate planning techniques:

  • Gift trusts
  • Irrevocable life insurance trusts (ILITs)
  • Qualified personal residence trusts (QPRTs)
  • Partnership freezes
  • Gift sales to an intentionally defective grantor trusts (IDGTs)
  • Charitable remainder trust (CRT)
  • Private annuities
  • Rolling grantor retained annuity trusts (GRATs)

Contact An Experienced High-Asset Estate Planning Attorney

We can develop an estate plan that fits your goals for supporting your family and transferring wealth. To schedule a consultation, contact us online or call our Los Angeles office at 424-394-0332.