High-Net-Worth Estate Planning

High-Net-Worth Estate Planning

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Skates Uhrik Vasquez Law understands that its high-net-worth clients require a more complex and sophisticated level of estate planning. Our comprehensive approach involves helping clients identify their goals and priorities and develop a customized estate plan that meets their unique needs with a clear emphasis on tax minimization and wealth preservation. This process often requires the collaboration of skilled attorneys, accountants, and financial advisors to address the unique needs of each individual or family. 

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Our firm’s experienced business and estate planning attorneys can assist with exploring and implementing various strategies including:

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• Irrevocable Life Insurance Trusts (ILITs)

• Children’s Trusts

• Generation-Skipping Trusts (GSTs)

• Family Limited Partnerships

• Charitable Remainder Trusts (CRTs)

• Charitable Lead Trusts (CLTs)

• Grantor Retained Annuity Trusts (GRATs)

• Spousal Life Access Trusts (SLATs)

• Planning for Family Foundations and Donor Advised Funds

• Planning for Strategic Gifts

• Business succession planning

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The larger your estate, the more important it is to start planning early. If you would like to ensure the preservation, protection, and proper transfer of your hard-earned wealth, Skates Uhrik Vasquez Law can help.