Hyannis, MA
Estate planning Lawyer at Hyannis, MA
Practice Areas: Estate Planning, Trusts ... +3 more
OUTCOME: Tax savings to client of approx. $7 million.
By planning early using an FLP to transfer wealth owned by an initial investor of a technology start up, we were able to transfer approx $14 million worth of stock at a transfer tax cost of about $13,0 ... 00.
OUTCOME: Clients pass & protect more wealth
By using the Personal Asset Trust (TM) our clients families will typically receive 5 1/2 times the wealth over the life of the trust compared to that of families who use the traditional revocable or li ... ving trust.
OUTCOME: Retirement Planning in place for heirs
Clients who are using the IRA Inheritance Trust (R) are maximizing the unused portion of their IRAs. Any amounts left at their passing are structured to take advantage of the "Stretch-Out" provisions ... and are also asset protected. Children who receive an Inherited IRA using this technique will usually receive 2-3 times the wealth when compared to those who "blow-out" the IRA. Grandchildren will typically receive 5-7 times the wealth! This is the gift you can give your loved ones that keeps on giving!
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