Wealth Transfer Strategy

Avoid Extraneous Costs

The ultimate goal of our wealth transfer strategies is to successfully transfer your wealth while curtailing or eliminating estate or gift tax ramifications. The attorneys at Hartman Private Law, LLC are committed to working with you throughout your life to strategically craft, implement, and sustain a successful wealth transfer plan, specific to your situation. Let us help you preserve your wealth for generations to come! While strategies differ based on individual client needs, services include:


· Gifts: Decrease or avoid gift taxes

· Grantor retained annuity trusts

· Intra-family loans: Maximize gift tax exemption

· Charitable remainder trusts 

· Installment sales

· Qualified personal residence trusts: Reduce tax on asset transfers

· Charitable lead annuity trusts

Testimonial

"Nathan has shown the type of leadership and energetic qualities that one looks for in legal representation... I have always found him honest, straightforward and honorable in all things."

—Wayne B.

Make an Appointment