"J" Family Estate Plan

Richard Albert Luthmann

Case Conclusion Date:July 10, 2012

Practice Area:Estate Planning

Outcome:Created Potential Tax Savings of over $8 million

Description:Created wills and trusts to maximize applicable credit amount; created several sophisticated tax advantaged vehicles for the clients (FLLC, GRATs) to effect and "Estate Freeze"; started liftime giving program; created Charitable Trust.

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