Advanced Estate Planning

Our office offers advanced estate planning services for clients who have acquired significant wealth or unique assets. The focus of advanced estate planning is to reduce income and transfer taxes; provide asset protection; and successfully transition wealth to the next generation. Advanced estate planning is for those clients who want to prevent the IRS or other tax authorities from “taking” a significant portion of their estate upon death.

The Law Offices of John C. Martin counsels families on several advanced estate planning strategies, including family business entities, life insurance trusts, qualified personal residence trusts, and Inheritor’s Trusts.