HIGH-NET WORTH + ADVANCED ESTATE PLANNING

At Burkhalter Law, our attorneys offer tailored strategies for both high-net-worth estate planning and advanced planning needs. Whether you’re looking to preserve significant wealth across generations or require complex structures to address tax, asset protection, or philanthropic goals, we provide the insight and experience to guide you. Schedule a complimentary consultation today to discuss a plan aligned with your personal and financial priorities.

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HIGH-NET WORTH + ADVANCED ESTATE PLANNING

High-Net Worth Estate Planning

Affluent families face unique legal and financial challenges when it comes to preserving wealth. Our firm crafts custom estate strategies that balance asset protection, tax efficiency, and legacy goals.

Key Benefits and Services:

  • Integration with CPAs and wealth managers

  • Business and real estate structuring

  • Trust planning for generational wealth transfer

  • Risk mitigation and compliance with tax laws

Asset Protection

We help clients protect their personal and business assets from lawsuits, creditors, and unforeseen financial risks. Asset protection strategies are particularly critical for business owners, professionals, and those with high exposure.

Key Benefits and Services:

  • Formation of asset protection trusts

  • Structuring LLCs and family limited partnerships (FLPs)

  • Privacy-enhancing planning tools

  • Protection from litigation and debt claims

Tax + Estate Planning

We use proactive planning to reduce tax exposure and preserve more of your estate for your beneficiaries. This includes leveraging exemptions, deductions, and advanced transfer strategies.

Key Benefits and Services:

  • Coordination with annual gift and estate tax exclusions

  • Planning for temporary BEA increases before 2026

  • Use of grantor trusts and gifting strategies

  • Compliance with IRS and state tax regulations

Estate + Gift Tax Planning

Federal and state taxes can significantly reduce the value of an estate. We help clients make strategic decisions to lower their tax liability while maximizing gifts to heirs.

Key Benefits and Services:

  • Maximizing use of lifetime exclusions

  • Annual gift tax exclusion planning

  • Preparing for the post-2025 BEA reduction

  • Charitable giving to reduce estate size

Charitable Giving Strategies

Philanthropic planning allows you to support causes you care about while reducing income, gift, and estate taxes. We guide clients in choosing the best charitable giving tools to match their financial and legacy goals.

Key Benefits and Services:

  • Charitable Remainder Trusts (CRTs)

  • Donor-Advised Funds

  • Direct gifting of appreciated assets

  • Charitable Lead Trusts for long-term giving

Serving as Trust Protector

A trust protector provides ongoing oversight for a trust, with the authority to intervene if circumstances change. This role offers flexibility and peace of mind, especially in long-term trusts or complex family situations.

Key Benefits and Services:

  • Monitoring the trustee’s actions

  • Making modifications in response to legal or personal changes

  • Resolving beneficiary disputes

  • Ensuring the trust stays true to the grantor’s intent

SCHEDULE A CONSULTATION

Schedule a complimentary consultation today and find the advisor for your planning needs.

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