Estate, Trust & Gift

Corporations, high net worth (HNW) individuals and those of even modest means often have estates worth planning for. Understanding these varied needs is more critical than ever, especially in a highly fluid federal estate, trust and gifting regulatory environment. Even U.S. corporations with overseas assets, must stay attuned to the domestic tax implications.

For generations, AbitOs has made our name tending to the estate, trust and gift planning for our clients. We help clients value their holdings, assess client estate and gifting desires, and establish trusts and other planning vehicles to help align the two.

This could be gifting assets from elders to children or grandchildren, freezing assets to ensure future growth for the next generations, or ensuring assets are earmarked for distribution to minimize tax implications as lower estate gifting taxes sunset in the coming years. For many, such gifting also includes donations to foundations, not for profits, and other charitable organizations.