Advanced Planning

Our Advanced Planning practice caters to the legal needs of business owners, corporate executives, high net worth individuals, and multiple generations of their families. We have great depth of experience advising these clients in the following representative areas:

Wealth transfer planning, for domestic and international clients, to minimize (or altogether eliminate) estate, gift, and generation-skipping transfer taxes using:

Marital deduction and credit shelter trusts (A/B trusts);

Qualified Terminal Interest Trusts (QTIPs) and Qualified Domestic Trusts (QDOTs);

Irrevocable Life Insurance Trusts (ILITs);

Generation-Skipping Trusts (GST trusts);

Qualified Personal Residence Trusts (QPRTs);

Intentionally Defective Grantor Trusts (IDGTs);

Grantor Retained Annuity Trusts (GRATs);

Installment sales to IDGTs, private annuities, and Self-Cancelling Installment Notes (SCINs); and

Discount valuation planning and estate freezing with Family Limited Partnerships (FLPs) and Limited Liability Companies (LLCs).

Business succession planning to transition closely-held companies in a tax-efficient manner while maintaining productivity, profits, and harmony among partners (and their families);

 “The size and scope of our firm, along with an eye toward saving taxes, puts advanced planning at the very heart of our practice.” Roger Madden, Attorney, LL.M. in Taxation

 “By using the most innovative and sophisticated planning methods available, our firm strives to achieve our clients’ planning goals while minimizing estate taxes and other taxes.” Jamie Hargrove, Attorney, AEP, CPA


Asset protection strategies that employ many of the aforementioned tools and techniques, as well as captive insurance companies, self-settled spendthrift trusts, and various limited liability entities that can be established in Delaware or other jurisdictions, including offshore, under appropriate circumstances;

Charitable gift planning through the use of split interest trusts, private foundations, donor-advised funds, and other tax exempt gifting vehicles;

Retirement counseling on the estate and income tax aspects of required minimum distributions from retirement plans and IRAs;

Special needs and Medicaid trust planning for disabled children, veterans, and other beneficiaries seeking to preserve eligibility for various government benefit programs; and

Matrimonial matters, including the preparation of prenuptial agreements, agreements between unmarried couples and trust, estate, and tax advice related to divorce.