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Wealth Transfer Strategy

After building an initial estate plan, a husband and wife with a $40,000,000 net worth still had a significant amount of assets exposed to taxation. They wanted to reduce their tax exposure. Their poor health eliminated life insurance as an option to create liquidity to help pay for estate taxes.


Through a combination of life insurance on their three adult children and legal structures, we were able to:

  • Transfer assets with little or no estate or gift tax

  • Maintain income from assets with the couple for their lifetime

  • Keep control of assets with patriarch and matriarch

Our innovative approach and techniques saved the family over $10 million dollars in taxes.

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