For clients with high value estates, an international footprint, or other complex issues, a tailored estate plan is essential. Reducing your gift and estate taxes effectively requires both attention to detail and “big picture” planning. Your estate planner should be a trusted adviser who can carefully balance nuanced tax planning with your personal values.
Wernke Wealth Law provides custom-made, tax-focused estate plans that meet each client's unique needs and goals, both financial and personal. Plans include not only traditional estate planning tools, like revocable trusts (also known as “living trusts”) and Wills, but also lifetime gifting plans and various types of irrevocable trusts if appropriate.
Clients with an international footprint have unique gift and estate tax issues. Wernke Wealth Law assists dual citizens navigate multiple tax regimes, non-U.S. persons who are planning investment in the United States or a personal move to the United States, and U.S. persons who are considering expatriation.
A one-size-fits-all approach is not appropriate for estates that include thriving businesses. Wernke Wealth Law helps business owners plan for liquidity events, ensure a smooth transition of ownership, and consider business valuation and estate liquidity issues.
Wernke Wealth Law helps those who are passionate about giving back by designing and implementing tax-efficient charitable planning that aligns with each client's values.
The administration of large trusts and estates often requires specialized tax and other legal advice. Wernke Wealth Law helps trustees, estate executors, and other fiduciaries navigate the administration process.
Wernke Wealth Law guides clients through their federal tax disputes regarding estate taxes, gift taxes, generation-skipping transfer (“GST”) taxes, or fiduciary income taxes.
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