EEPB recognizes the substantial impact of estate, gift and trust taxes on individuals. To mitigate these potential liabilities, the firm coordinates income tax and estate tax planning, reducing tax burdens and ensuring the orderly transfer of assets to beneficiaries. The professionals at EEPB offer the following Estate Planning services:
|Last Updated on Friday, 11 February 2011 10:38|
What We Do
EEPB, P.C. recently designed and analyzed the benefits of establishing a qualified personal residence trust (“QPRT”) to facilitate the transfer of a currently depressed value California residence ($3MM to $1MM) by parent to child, where the parent retains a 10-year right to use the property. The firm utilized current “low” gift tax rates of 35% and value to save future estate tax rates of approximately 55% on probable appreciate values.