Advanced Estate Planning

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OUTCOME:

-Structured a multi-layer entity structure that involved Nevada asset protection trusts to hold real estate investments totaling $20 million. -Domesticated a foreign trust and created a Wyoming privat ... e trust company. -Created foreign grantor trusts for a foreign person to provide for her U.S. beneficiaries. -Designed a grantor retained annuity trust for an executive who wanted to maximize the use of his available exemption amount to transfer $10 million of his company shares and their appreciation to his children and grandchildren while retaining an annuity interest for a term of years – all free of estate and gift tax. -Created a charitable remainder trust that held appreciated real estate investments and securities and provided the client with a gifting vehicle to implement her charitable legacy and a retained income interest for her lifetime, a charitable income tax deduction, and zero capital gains tax exposure upon the sale of the appreciated assets. -Structured a loan between two family irrevocable trusts with multi-level real estate holdings valued at $500 million to provide liquidity to cover the anticipated estate tax on the surviving spouse’s death.