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ADVANCED TAX PLANNING

A major challenge in estate planning is how to properly address federal and state estate taxes, gift taxes and generation-skipping transfer taxes. Depending on the value of the estate and other variables, there are a number of sophisticated legal strategies that can be used.  Some of these include: Family Limited Partnerships, Limited Liability Companies, Personal Residence Trusts, and Irrevocable Life Insurance Trusts. There are also a variety of charitable gifting techniques that can be utilized in the appropriate situation, such as Charitable Lead Annuity Trusts, Charitable Remainder Annuity Trusts and Charitable Remainder Unitrusts.

 

NY OFFICE
2511 Avenue I, Suite 102
Brooklyn, NY 11210

NJ OFFICE
7 Sherwood Drive
Lakewood, NJ 08701

Tel: (718) 564-6333
Fax: (718) 564-6330

Tel: (732) 526-6333
Fax: (732) 526-6330