Estates and Trusts
A collaborative approach to estate tax
Navigating the intricacies of estate tax can be daunting as a large family office or complex ownership group. At Dean Dorton, our approach to estate and trust services is rooted in a deep understanding of your unique situation. We collaborate closely with estate planning attorneys and other professionals on your team, ensuring a tax-efficient and protective structure for your assets.
- Close Coordination with Legal Team: Working in tandem with legal advisors to structure your estate or trust for maximum tax efficiency and protection.
- Ongoing Tax Strategy: Providing continual guidance to adapt your estate plans to changing laws and life circumstances.
- Comprehensive Compliance and Administration: Balancing compliance requirements with strategic planning for long-term benefits.
It’s never too early to start planning
Effective estate and gift planning are crucial for ensuring your legacy and financial security. At Dean Dorton, we focus on:
- Estate and Gift Planning: Our experts navigate federal estate and gift tax laws, creating plans that minimize tax liabilities and protect your assets for future generations.
- Buy-Sell Planning: We help establish clear buy-sell agreements for businesses with multiple owners, ensuring smooth transitions due to retirement, death, or disability.
- Succession and Exit Strategy Planning: Assisting with the complexities of business succession, from leadership development and preparation to funding strategies and inheritance equalization.
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