Individual and Business Entities:
Estate tax planning:
We can assist with trust and estate tax and planning options.
Taxation affects structuring of wills, trusts, including family trusts, and specialized asset protection.
Trusts and estate planning for clients includes gifting techniques, income, transfer, and estate taxation.
Taxation of trust income, expenses and distributions.
Estate tax planning for foreign nationals
foreign nationals only have a $60,000 estate tax exemption v. U.S. domiciled individuals that have an exemption of approximately 10.2 million.
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