Reduction of Estate, Gift & Income Taxes

We help clients with substantial estates minimize taxes through:

  • Tax oriented trusts, including credit shelter trusts, marital trusts, QTIP trusts and irrevocable life insurance trusts
  • Designation of appropriate beneficiaries on retirement plans and life insurance
  • We frequently collaborate in these efforts with clients’ financial advisors and accountants.

Learn more about our reduction of estate, gift, and income tax services by contacting us today.