Estate & Gift Planning

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At Kurzman Eisenberg, we work closely with our clients to implement individualized and tax efficient gift and estate plans for the transfer of wealth. We employ sophisticated estate and gift tax planning techniques designed to minimize income, estate, gift and generation-skipping taxes, and we strive to find creative solutions for each client’s personal and financial objectives. Our estate and gift planning practice includes but is not limited to:

  • Wills and Revocable Trusts
  • Grantor Retained Annuity Trusts
  • Gifts and sales of minority business interests
  • Gift Trusts for children, grandchildren, and other family members
  • Dynasty Trusts
  • Grantor and Non-Grantor Trusts
  • Charitable Lead Trusts and Charitable Remainder Trusts
  • Life Insurance Trusts