THE CHILDLESS WIDOW

Client, an 87 year-old widow, owned a 300 acre ranch that had been in the family for 3 generations plus additional assets for a total estate of $4.5MM, with an estate tax exposure of over $2MM. She had done no prior estate planning. We recommended she implement a fully funded revocable living trust, a family […]

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THE SUCCESSFUL INVESTOR

Client, widowed at age 94 by the accidental death of her 95 year old husband had an estate of over $15MM, all in marketable securities. The couple had a revocable living trust in place, but had done no other planning. Once her husband’s credit shelter trust was funded, the remaining estate was held in her […]

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THE RETIRING ENTREPRENEURS

Clients are long-time business owners, in their 70’s with an estate of $3.4MM. They have three adult children and three grandchildren. They had a 10 year old living trust and life insurance not held in an ILIT. They wanted to start transferring the family business to their children so they could retire. Their estate tax […]

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THE COMMERCIAL LANDLORDS

Clients (ages 65 and 62 respectively) own commercial real estate in San Francisco and Oakland valued at $17MM with additional personal assets of $5MM consisting of personal residences and investments. Clients have 1 adult child and no grandchildren. Clients had put in place a fully funded revocable living trust, leaving an estate tax exposure of […]

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THE FOUNDERS

Clients (ages 72 and 71 respectively) are the founders of a very successful business employing 700 people worth $54MM. Clients also have additional personal assets of $40M consisting of multiple residences, 2000 acres of pristine riverfront land and other investments. They have 5 adult children and 6 grandchildren. Clients had an unfunded revocable living trust […]

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THE RETAILER

Client, age 81 and widowed, is the founder of a chain of retail stores which bore his name. He has five children, two of whom are active in the family business and two of whom are not, and one deceased child. He has 11 grandchildren. He wished to pass along the value of the family […]

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THE CEO

Clients (ages 44 and 45) with two children ages 5 and 10 with a current estate of $15MM. He is CEO and founder of a financial services company which expects to go public in the near future. Client was interested in transferring a substantial amount of his founder’s stock to trusts for the benefit of […]

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THE BUSINESS OWNERS

Clients, husband age 77 and wife age 66 co-founded a business enterprise valued at approximately $15MM and had additional assets of $11MM, including real estate and an art collection. The client had a revocable living trust in place but no additional planning with a current estate tax exposure of approximately $9MM. Client wished to pass […]

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