Estate and gift tax planning can be one of the most complicated and misunderstood areas of the tax law. Let the HCVT professionals help you unravel that complexity by working hand-in-hand with you and your advisory team in developing and implementing comprehensive, personalized short-term and long-term strategies to reduce estate and gift tax, as well as preserving the wealth for your family.

HCVT professionals have extensive compliance and planning experience in working with high net worth individuals and their families, including:

• Review of estate planning documents
• Consultations and assistance in implementing lifetime gifting strategies, including structuring of trusts, evaluation of generation-skipping transfer tax issues, multi-generational planning, and business succession planning, which may include:
  • Grantor Retained Annuity Trusts (GRATS)
  • Qualified Personal Residence Trusts (QPRTS)
  • Charitable Remainder Trusts (CRTS)
  • Charitable Lead Trusts (CLTS)
  • Family Limited Partnerships
  • Sales to Defective Grantor Trusts
  • Intra-Family Loans
  • Life Insurance Trusts
  • Planning for Retirement Assets
• Assistance with philanthropic desires, including establishment, operation, and compliance for private foundations and public charities
• Education of future beneficiaries regarding wealth preservation across multiple generations
• Counseling of fiduciaries regarding administration of trusts
• Preparation of federal and state estate, gift, fiduciary, and exempt organization income tax returns
• Representation before the IRS and state taxing authorities

Contact one of HCVT’s tax professionals today to start experiencing the personalized attention and services we provide to our clients.