Estate and Gift Tax Planning

Indianapolis Homeowner Association Law - Corporate Matters

Estate and Gift Tax Planning

Executing our clients’ wishes is always our first priority in drafting any estate and wealth transfer plan. Taxes are inevitable in some circumstances, especially for high net worth individuals and families. However, you've worked hard to provide for your future and for that of your family. With help from our experienced estate tax planning lawyers, you can work to minimize the impact of estate taxes on your wealth and assets, preserving more of your wealth for you and your family.

We will work with your financial and tax advisors to develop strategies that minimize the tax burden on transferring assets while still accomplishing your goals and wishes.

We are committed to assisting individuals and families with their sophisticated estate planning and estate tax needs and concerns. We take the time to listen and understand your situation, as well as your wishes, in order to develop efficient and effective estate tax strategies that are tailored to your particular situation.

Several options are available to assist with minimizing, or even eliminating, the federal estate tax.

Some of these tools include:

  • Tax sensitive wills
  • Valuation freeze strategies
  • Life insurance trusts
  • Family investment companies
  • Charitable planning
  • Post-mortem planning

Our attorneys are dedicated to helping each client to find the tax strategy that fits the needs of his or her estate and assets. We will use our knowledge and experience to help you explore your options and guide you toward making the most informed decision for the future of your estate and intended heirs.

Contact Patrick Jenkins or Michelle Massingale-Dressler by telephone at (704) 377-5050 or by email.