$1.2M
Estate Planning
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Case Details
Estate planning, asset protection, and business succession planning for a small business owner with a $6,000,000 estate, aiming to transfer business value and control to children, protect assets from creditors, avoid probate, and save death taxes.
Additional Notes
Achieved savings of over $1,200,000 in death taxes. Involved Revocable Living Trust, Irrevocable Life Insurance Trust, Wyoming Close Limited Liability Companies for business interest, business real estate, and brokerage accounts, and Asset and Divorce Protection Trusts.
More Results from Patterson Bray PLLCThe results shown are not necessarily representative of all results obtained by this firm.
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