Trust and Estates
In the current regulatory environment, tax rules, governing trusts and estates are seemingly under constant review. Individuals and families looking to preserve their wealth and fulfill their philanthropic goals need an advisor who will take a proactive tax approach to their trust and estate management. CohnReznick's Trust and Estates Practice provides a broad range of services and experience to assist clients in all aspects of trust and estate planning. This includes the design, implementation, and ongoing administration of individualized plans aimed at minimizing the impact of gift, estate, and generation-skipping taxes. Our range of services includes:
- Wealth transfer vehicles: As part of a comprehensive plan, we can establish and manage family limited partnerships, limited liability companies, grantor retained annuity trusts and charitable remainder annuity trusts.
- Private foundations: We can establish and manage private foundations to oversee both family wealth and philanthropic giving.
- Valuation: Our Valuation and Transaction Advisory group can provide the accurate and sustainable valuations of businesses, real-estate holdings and other assets that trust and estate planning and management often require.