Advanced Estate Planning Services

Families with high-value estates face several complex legal and tax issues—and the estate tax is only one of them. At The Mundheim Firm, we offer a number of advanced estate planning strategies that are primarily aimed at reducing a family’s tax burden. In addition to the estate tax, we also help families navigate the gift tax and generation-skipping tax to pass assets on for successive generations without risk of estate tax decimating the estate at each generation. Some of our most popular advanced estate planning tools and strategies include:
  • Life insurance trusts
  • Qualified personal residence trusts
  • Grantor retained annuity trusts
  • Asset protection trusts
  • Land trusts
  • Family Trusts
  • Family limited partnerships or limited liability companies
  • Asset gifting
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