TRUSTS, ESTATES & CLOSELY-HELD ENTITIES

 

wE HAVE EXPERIENCE FOCUSING ON fiduciary & other NONTRADITIONAL ENTITIES

In addition to working with individuals and their businesses, we have specialized knowledge in providing tax services for a number of other entities - many of which are particularly useful for family wealth transfer or other fiduciary purposes. Some examples of the entities with which we are familiar in providing tax services include, but are not limited to:

  • Family Real Estate Portfolios

  • Family Limited Partnerships

  • Family Limited Liability Companies

  • Private Investment Partnerships

  • Grantor Trusts

  • Non-grantor Trusts

  • Split-Interest Trusts

  • Estates

Some of these and other vehicles may be used for specific wealth planning needs which we have experience utilizing for specific strategic planning opportunities. If you are interested in learning more about our services in this area, please contact us.

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