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Tax

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Services & Industries >> Tax >> Estate Planning

Estate Planning

Allen Matkins offers a full range of estate planning services and advice regarding multi-generational transfers.

Our experience includes work on: 

  • Revocable and irrevocable trusts 
  • Wills 
  • Insurance trusts 
  • Split-dollar insurance agreements 
  • Charitable lead and remainder trusts 
  • Family partnerships and limited liability companies
  • Private annuities
  • Sales to intentionally defective grantor trusts
  • Self-canceling promissory notes
  • Qualified personal residence trusts

Through the use of these vehicles, our tax attorneys assist their clients in meeting their estate planning needs in a tax efficient manner. Our tax attorneys also assist our clients in the implementation of succession plans for their businesses in order to ensure their businesses are preserved for the next generation.