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Gifts, Estates & Trusts Tax Strategy
Long-term planning that preserves your wealth
Estate planning, trust structuring, and gifting strategies are all key components of a personal financial plan that takes into account what you need now and what you want to happen in the future. Our gift and estate tax specialists are here to help design a plan for you and yours.
Practice Lead
Jean McDevitt Bullens
Principal
Jean specializes in complex tax planning and compliance for high net worth individuals, family groups, trusts and estates.
Gift, estate, and trust planning designed around your individual needs
Our Gifts, Estates & Trusts specialists understand we are serving clients in a very personal space. We bring our extensive knowledge and experience to complex planning situations. Great estate planning relies on a customized approach and flexible outlook. No two trust or gifting structures will be the same, because no two individuals are the same. Our team designs and implements individualized plans aimed at maximizing wealth transfer and optimizing tax liabilities.
We strive to engage in a process that respects the client’s unique family
dynamics and overarching financial goals while recognizing the complications of operating in a challenging and changing legal and regulatory environment.
Our collaborative approach starts with:
- Discussing the client’s goals for:
- Family giving
- Charitable giving
- Personal needs
- Defining the scope of the engagement
- Understanding the client’s estate plan
- Preparing estate tax projections and related analysis
- Coordinating with the client’s other professional advisors, including attorneys, investment managers, and family office
- Recommending next steps and an ongoing assessment plan