Estates, Gifts, and Trusts Video
Grantor and A-B Trusts Explained
To further explore advanced estate planning strategies, let’s examine the diverse benefits of trusts, including probate avoidance, seamless asset transfer, enhanced privacy, and potential cost reduction. These instruments also offer control, flexibility, and asset protection, allowing you to define beneficiary asset management and distribution. With these advantages in mind, determining the appropriate trust type is crucial.
Estate Planning Services
Expanding on our commitment to personalized solutions, we delve deeper into crafting estate plans that reflect your unique circumstances. Working in partnership with your legal team, we prioritize minimizing tax burdens and offer detailed compliance services for trusts, estates, and gifts.
Learn MoreRead the Article
To further explore advanced estate planning techniques, we focus on the advantages of Grantor A-B trusts. These marital or bypass trusts are designed to optimize estate tax exemptions, protect assets from potential creditors and future spouses, and offer flexible estate planning opportunities for married couples.
Learn MoreView All Videos
Navigate the complexities of gifting and trusts with our video series, featuring expert Mark Kassens. Learn about strategic options, tax implications, and recent regulatory changes to optimize your estate planning goals.
View VideosQuestions?
Estate, Trust, and Succession Planning Services
Mark’s background in tax enables him to provide extensive services to the firm’s clients in the areas of estate and retirement planning, and business succession consulting.