Estate Tax Planning

Are you a single individual with an estate of $5,340,000 million or more or plan on having an estate of that size by the time you pass away?

Are you a married couple with an estate of $10,680,000 million or more or plan on having an estate that size by the time the survivor passes away?

If you answered yes to either of these questions, then you need to contact Givner & Kaye today to help with your estate tax planning needs.

Take Advantage Of The $5.12 Million Gift Exemption Before It's Too Late

Contact Givner & Kaye (310) 207-8008

Congress has provided citizens with so many ways to reduce their estate tax that one Brookings Institution study called the tax “voluntary.”

"No matter how large your estate is, it need not be reduced by estate taxes if you initiate the planning process early. The further in advance that you begin estate tax planning, the easier and less expensive it is to achieve a zero or near-zero taxable estate."

 

Let Givner & Kaye help you structure your assets so that they are valued for gift, estate, and generation-skipping transfer tax purposes to allow the transfer of the most wealth with the least possible tax to your beneficiaries. Our estate tax planning professionals have almost eight decades of experience in preparing thousands of sophisticated tax plans. We know the ins and outs of the Internal Revenue Code, and can show you the kind of advanced estate tax planning strategies that only other professional estate tax planners know about. We will review all of the relevant local and federal estate taxes with you and design a customized estate tax plan to ensure that your assets will be transferred to your heirs with the least possible tax impact.

Attain Zero or Near-Zero Taxable Estates!

  • Testamentary Charitable Lead Annuity Trusts
  • Family Limited Partnerships and Family Limited Liability Companies
  • Grantor Retained Annuity Trusts
  • Private Annuities
  • Self-Cancelling Installment Notes
  • Qualified Personal Residence Trusts
  • And More

All authorized in the actual text of the Internal Revenue Code!

Used mainly by savvy tax professionals and experienced estate planners

Other estate tax planning strategies are authorized by case law

  • Buy-Sell Agreements
  • Consecutive Private Annuities
  • Corporate Recapitalizations
  • Split Dollar Life Insurance Agreements
  • And more

Read the client and professional testimonials on Givner & Kaye to see how our expert tax attorneys, estate planning lawyers and asset protection professionals can help you to save money on taxes, make more money and gain peace of mind over all estate planning, tax planning, tax litigation and asset protection matters.