Complex Estate Planning

Wealth Transfer ● Business Succession Planning

Mesa ● Tempe ● Phoenix

At Knollmiller & Arenofsky, LLP , our team has more than 80 years of combined experience helping clients with substantial assets plan for the future. We also assist with planning for protecting all types of families. Our clients often have large families, blended families, stepchildren, and other arrangements. Living and working in the East Valley for so many years has given us a unique perspective to assist all types of clients.

We have the experience needed to handle substantial assets.

Wealthy clients know that we have the experience to help them preserve their estate and minimize tax burdens to their heirs, and at the same time protect the inheritances of all their families. Our team relies on senior estate planning attorney James G. Knollmiller , who is a CPA and is certified by the State Bar of Arizona as a Tax Specialist, has more than 40 years of experience developing plans for people with complicated estates. For more information about our legal team and our approach to estate planning, contact our Arizona law firm of Knollmiller & Arenofsky, LLP.

Estate planning methods for complex estates.

Complex estates require the same care and analysis and many of the same planning tools that are used in fundamental estate planning. In addition, we recommend other strategies that help preserve the assets of people with large estates, including:

  • Spendthrift and other trusts that protect heirs and provide income
  • Insurance trusts that can be used to pay estate taxes
  • Charitable trusts that can eliminate federal estate taxes
  • Generation-skipping tax planning to reduce or eliminate future federal estate taxes
  • Family limited partnerships (FLPs) and LLCs to streamline family business interests and realize gift and estate tax savings
  • Private foundations that help people realize charitable goals while allowing family members to maintain control of assets
  • Asset preservation trusts that can reduce exposure to future creditors
  • Business succession strategies that can preserve the financial value of a family-owned business
  • Irrevocable trusts that include other planning instruments
Contact an estate planning attorney who keeps current with developments in the field.

These advanced planning techniques are tailored to an individual’s situation and we recommend that individuals with a complex estate plan review it regularly, allowing us to suggest new approaches that may have developed since the plan was originally drafted. For more information about estate planning for complex and substantial assets, contact our Mesa, Arizona, lawyers.

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