Advanced Estate Planning

ADVANCED ESTATE PLANNING – Family Limited Partnerships (FLP), Qualified Personal Residence Trusts (QPRT), Generation Skipping Trusts (GST), Charitable Remainder Trusts (CRUT and CRAT), etc.

Matt Dana has experience working with complex estate planning strategies and the firm takes pride in having a qualified staff to take care of advanced planning methods. The firm provides advanced estate planning and tax minimizing strategies to their clients, all with a common goal in mind – to transfer the maximum amount of wealth to younger generations, while minimizing or avoiding federal estate tax due upon death. This can be achieved in a multitude of ways, including the utilization of GST (Generation-Skipping Trust) Trusts, FLPs (Family Limited Partnerships), Installment Sales to Intentionally Defective Grantor Trusts, Private Annuities, Charitable Remainder Trusts (CRUT or CRAT), Private Foundations and Qualified Personal Residence Trusts (QPRT).

Although transferring wealth from one generation to the next can create complexities that may be difficult for the lay person to understand, Matt provides his clients with informative and educational meetings to assist families with a general understanding of not only the goal to be achieved, but also provides a detailed plan of the various techniques and documents that will be implemented as part of a successful plan for the task at hand.

Matt will work with your family to develop a personalized plan for you, taking into consideration the personal goals and interests you currently have, as well as offering advice that will utilize strategies in unique ways that you may not know are currently available. Call us today to implement a quality Arizona Estate Plan that will benefit you and your family for years to come!