Wealth Transfer

Altering an Irrevocable Trust
Beneficiary Defective Inheritance Trust (BDIT)
Estate Planning: Gifting
Spousal Lifetime Access Trust (SLAT)
Trust and Estate Taxation

Business Succession

Business Exit Strategy: Selling to an ESOP
Business Exit Strategy: Transfers to Family
Business Succession Options
Business Transition Preparation

Charitable Planning

Charitable Gifts of Private Business Interests
Conservation Easements
Donor Advised Funds