November 2016 Estate Planning

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Sophisticated Estate Planning

Assisted several clients with the evaluation and comparison of various sophisticated estate tax minimization techniques, including low interest loans, grantor retained annuity trusts (GRAT), lifetime gifts and testamentary gifts.  DeAngelis Legal worked with each client’s CPAs and investment advisors to advise clients as to the prioritization of objectives, timing of transactions and other issues associated with these multi-million dollar transactions.

By | 2017-12-06T11:57:18+00:00 December 15th, 2016|Homepage, Recent Projects|Comments Off on November 2016 Estate Planning