Advanced Planning


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.



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.



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