Wealth Preservation

Wealth preservation and transfer are important elements of estate planning for individuals whose estates are close to or exceed the current estate tax exemption amount of $11,200,000 for single individuals and $22,400,000 for married spouses.  To this end, we can assist you in protecting your assets by adding one or more of the following to your personal estate plan:

  • Creation of a family limited partnership or family limited liability company’

  • Grantor retained annuity trust;

  • Grantor retained income trust;

  • Intentionally defective grantor trust;

  • Irrevocable life insurance trust;

  • Qualified personal residence trust; or

  • GST exemption trust.

Contact Sundin Law Office today for a free consultation to discuss how we can help you achieve your estate planning goals in the most tax effective way possible.