Wealth Management Areas:
Wealth Planning
Today, wealth planning requires careful tax planning. Whether the goal is lifetime giving or estate planning, successful wealth planning for high net worth individuals requires an expertise in taxation. Tuggle Duggins uses its knowledge and experience in taxation to help our clients navigate these complex issues and meet their gifting and estate planning goals. Our team of lawyers has extensive experience helping clients determine the distribution of assets in the event of incapacity or death, and in preparing the appropriate documentation.
Our attorneys prepare wills, trusts, prenuptial agreements, powers of attorney, and health care directives. We also have experience with complex wealth planning techniques, including grantor retained annuity trusts, intentionally defective grantor trusts, private annuities, and family limited partnerships and LLCs. We combine tax expertise with our knowledge of wills and trusts to design estate plans that enable our clients to manage their wealth and minimize their tax liabilities, while assuring the orderly and efficient transfer of that wealth and the protection of their business and investment assets.
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