Advanced Planning

FLPs

Families can establish limited partnerships to manage certain assets, but a high level of expertise is required to best leverage these business entities to achieve a client’s long-term goals.

 

QPRT

If a personal residence is the largest asset of an estate, Walny Legal Group can help determine if it would be beneficial to transfer that asset into a trust while a client is still living.

 

GRAT

In some circumstances, the use of a GRAT can help increase the value transferred to a trust while minimizing tax exposure.

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