High net worth? Growing a business? Selling a business? Philanthropic? Love to save taxes? We’ve got you covered with advanced estate planning tools. We’ve helped clients with modest wealth to clients with over $1 billion solve more sophisticated estate planning needs.

Advanced Estate Tax Planning

Avoid estate tax with estate strategies like gifts and sales to Intentionally Defective Grantor Trusts (IDGT), Spousal Lifetime Access Trusts (SLAT), Non-reciprocal Trusts, Charitable Planning, and more.

Tax Planning for Equity Events

There are huge opportunities for tax savings with proper planning in anticipation of an equity event including charitable gifts of business interests prior to a sale or gifts to non-grantor trusts etc.

QSBS Planning

If you have Qualified Small Business Stock (QSBS) and anticipate that it will exceed $10 million, we can help multiply the capital gain exemption.

Income Tax Basis Planning

We can maximize basis step-up upon death with careful attention to your estate plan design.

Charitable Planning

We can help you maximize your philanthropic goals with tax efficiency through the use of Donor Advised Funds, Charitable Trusts, Foundations, etc. If you have any charitable intent there are huge opportunities for tax savings, especially in anticipation of a large equity event.


There are many other tools we can help with as we evaluate your unique situation and objectives.