For cross-border families, the U.S. is actually one of the world’s great tax-havens.
Charity gets the income. Your children get the rest. Download the PDF
Changing your domicile to another state may cut your taxes, but the state you leave may not let it go so easily.
Doing well by doing good: Convert low-basis holdings into a tax-favored income stream and a tax-deductible charitable gift.
The dynasty trust enables families to protect and accumulate wealth, unlike any other planning technique.
Shift future growth of assets out of your taxable estate by selling them into a trust, freezing their value for estate tax purposes, and minimizing the impact on your gift tax exclusion.
Gift the future growth of assets, potentially free of gift and estate tax, while retaining for yourself the initial value as an annuity stream.
Remove over $23 million from your taxable estate while effectively retaining the use of those assets for your family, protecting them from creditors, possibly for perpetuity. Download the PDF
It’s one of the most important assignments any of us will ever make – and the one that’s hardest to fix if we get it wrong.