Think Results
Share

Estate Planning for Real Estate Assets

•Wealth transfer strategies during lifetime and at death, taking full advantage of strategic valuation from fair market value
•Utilizing irrevocable trusts and LLCs to transfer wealth to younger generations
•Forming and administering charitable entities
•Planning with “defective” grantor trusts
•Collaboration with appraisers, accountants, and advisors
•Preparing estate plans to insure continuity of family business ownership and control
•Liquidity planning with life insurance to avoid unnecessary sales of closely held assets at death
•Formation of GRATs, CRATs, QPRTs and other special trusts
•Plans for special needs children and non-traditional families
•Fiduciary & family office services; including professional trusteeship, full fiduciary investment management, master custody of assets, cash management and investment manager oversight by fiduciaries, and financial concierge services