Due to precautions related to COVID-19, we have expanded our options for remote consultations. Please contact our office to discuss whether a full phone consultation or video conference is appropriate for your situation.

The Guterman Tax Law Firm

Call for Consultation 310-551-1400

Due to precautions related to COVID-19, we have expanded our options for remote consultations. Please contact our office to discuss whether a full phone consultation or video conference is appropriate for your situation.

The Guterman Tax Law Firm

Call for Consultation
310-551-1400

Tax Strategies For High Net Worth Individuals
Home » Why You Should Update Your Estate Plan » Tax Strategies For High Net Worth Individuals

Comprehensive Tax Strategies To Protect Your High-Asset Estate

Building wealth requires consistent effort and dedication over time. Whether you formed a well-performing company or were the heir of your family’s fortune, taking the necessary steps to protect your high-asset estate is vital to wisely distributing your wealth to the next generation.

If you wish to avoid costly and lengthy probate administration and minimize your tax liability and provide for your loved ones, contact The Guterman Tax Law Firm. Based in Los Angeles, our firm helps high-asset clients maximize their wealth through shielding assets from unnecessary death taxes, potential lawsuits, and creditors.

How Can We Help You Protect Your Assets?

From a perspective of more than 40 years of experience handling tax controversies, we also employ the viewpoint of the federal and state tax representative in planning for the transfer of assets to your heirs. We provide efficient counsel geared toward helping you meet your financial goals.

We can equip you to transfer wealth through advanced estate planning techniques, such as:

  • Spousal Limited Access Trusts (SLATs)
  • Qualified personal residence trusts (QPRTs)
  • Charitable lead and remainder trusts (CLTs and CRTs)
  • Irrevocable life insurance trusts (ILITs)
  • Gift trusts
  • Gift sales to an intentionally defective grantor trusts (IDGTs)
  • Partnership freezes
  • Private annuities
  • Rolling grantor retained annuity trusts (GRATs)

Depending on how you want to proceed, we designate your assets into tax-free, tax-deferred or taxable categories according to the protection you need.

Reduce Your Tax Liability And Shield Your Wealth

Scheduling a consultation with our firm is the first step toward developing a solid estate plan for transferring a wide range of assets to your family. Complete our online form or call 310-551-1400 to tell us how we can support your goals.