A Rare Depth Of Experience At The Highest Levels Of Business And Finance

Personalized Estate Planning

The issues facing high net worth individuals and their families, including family businesses, can be unique and challenging. We at Macaluso LLP work closely with clients to create highly customized estate plans for individuals and families. We will help you create a plan for transferring your wealth to future generations, while protecting your assets and implementing your intended legacy. Our tax and estate planning lawyers employ sophisticated techniques to minimize income and transfer taxes in the context of estate planning, using trusts, business entities, life insurance products, charitable gifts, and other sound strategies.

We help you identify your goals and design personalized estate plans that align with your values while accomplishing your objectives.

  • Family office tax strategies
  • Estate planning for wealth preservation- including techniques to minimize estate, gift, and generation-skipping transfer tax at both the state and federal levels
  • Business succession planning and exit strategies