Estate Tax Planning

Estate Tax Planning

If your estate is worth $12.92 million or more, it will be subject to federal estate taxes. MendenFreiman’s estate tax planning lawyers work closely with clients to minimize or avoid estate tax liability.

While estates passing to a surviving spouse usually are not taxed, taxes will be imposed upon the surviving spouse’s death. Our estate tax lawyers have decades of experience developing estate tax plans to preserve your family’s wealth.

Our estate tax planning services include:

  • Charitable trusts
  • Dynasty trusts
  • Grantor retained annuity trusts (GRATs)
  • Intentionally defective grantor trusts (IDGTs)
  • Irrevocable life insurance trusts (ILITs)
  • Outright gifts
  • Qualified personal residence trusts (QPRTs)

Minimize your tax