Wealth Management Group, LLC.

Attorney

• Independently craft sophisticated estate plans for ultra-high net worth clients with assets exceeding $40 million, including drafting wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives.
• Spearhead succession planning to ensure seamless asset transfers, family business continuity, and estate tax minimization through cutting-edge strategies, with a focus on federal estate tax planning.
• Independently draft and implement advanced estate tax planning vehicles, including sales to Intentionally Defective Grantor Trusts (IDGTs), Grantor Retained Annuity Trusts (GRATs), Qualified Personal Residence Trusts (QPRTs), and Charitable Trusts (e.g., Charitable Lead Annuity Trusts or Charitable Remainder Trusts).
• Design and execute out-of-state asset protection trusts to safeguard client assets.
• Provide expert counsel on tax-efficient gifting, intergenerational wealth transfer, and asset protection, incorporating elder law considerations such as long-term care and Medicaid eligibility when relevant.
• Conduct meticulous reviews of client financial portfolios to identify tax-saving opportunities and mitigate risks in high-value estates.
• Collaborate with interdisciplinary teams, including financial advisors and accountants, to deliver bespoke strategies aligned with clients’ personal and familial aspirations.
• Manage probate administration and trust oversight for complex estates, resolving disputes amicably or through litigation when necessary.
• Stay ahead of evolving federal and state estate tax laws, offering proactive, informed guidance to clients on regulatory shifts.
• Mentor junior team members and contribute to firm-wide knowledge-sharing through internal training or client education initiatives.
• Uphold meticulous documentation and adhere to the highest ethical standards in all client interactions.

Trust and Estate Attorney