Advanced planning for multi-generational goals, liquidity events, and concentrated wealth.
- Dynasty and generation-skipping planning
- Grantor trusts, GRATs and sophisticated transfers
- Mobility and multi-state considerations
Estate & Wealth Transfer Planning
Why Buchalter
Strategy & Structuring
Design options to align objectives, governance and tax efficiency. Drafting & Implementation
Document production, coordination with advisors, and execution support. Ongoing Counsel
Monitoring and updates as life events, investments and laws evolve.
Design options to align objectives, governance and tax efficiency. Drafting & Implementation
Document production, coordination with advisors, and execution support. Ongoing Counsel
Monitoring and updates as life events, investments and laws evolve.
Disputes Readiness
Issue spotting and risk mitigation to reduce litigation exposure.
Do you work with an existing advisory team?
– Yes — we routinely coordinate with family offices, CPAs, trustees and investment advisors.
How do you protect privacy?
– We tailor communications and workflows to the engagement, emphasizing discretion and secure routing.
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