Complex Estate Planning

Complex estate planning services go far beyond the basic vehicles of wills and trusts to ensure the preservation of your legacy for generations to come.

Incorporating goals that typically include the minimization of tax liabilities and other wealth preservation strategies, Cantley Dietrich assists our clients in protecting their assets and establishing the framework for the safe and legal transfer of wealth to their descendants.

Estate planning involves more than just the disposition of assets upon your passing, however. Our advanced knowledge and understanding of these complex issues can also assist you in legally minimizing your tax liabilities now, to meet your objectives while preserving as much of your estate as possible for future generations.

Wills & Trusts in Complex Estate Planning

The basis of estate planning includes the preparation of foundational documents such as wills, powers of attorney, health care directives and basic trusts.

The tax attorneys of Cantley Dietrich assist our clients with these documents and related matters. This may include appointing a guardian for your minor children, should you pass or become incapacitated before they reach their majority. It may also include establishing a basic living trust to help protect your assets from creditors or other parties.

A power of attorney grants a designee the ability to make decisions and manage assets should you become incapacitated or unable to make decisions. An advanced health directive is used to advise medical practitioners and others of your end-of-life choices.

Advanced Estate Planning Strategies

For clients with complex profiles and extensive or diverse asset portfolios, basic planning tools may not be sufficient to help you achieve your goals .

We have countless options to help you accomplish your objectives safely and legally. You may hope to minimize estate taxes, transfer taxes, probate, etc. We can help you achieve these goals using vehicles such as irrevocable trusts, spousal lifetime access trusts (SLATs), grantor retained annuity trusts (GRATs), generation-skipping or dynasty trusts, educational trusts and many other options. Of particular interest to many clients are charitable trusts and foundations. Specifically, charitable remainder trusts (CRTs) and charitable lead trusts (CLTs) can benefit the causes you care about while also limiting your tax liabilities and facilitating wealth transfer.

Estate Planning Services for Business Owners & Highly Compensated Individuals

At Cantley Dietrich, we focus on assisting business owners and highly compensated individuals with their complex estate, wealth transfer and tax planning needs, helping them legally avoid excessive taxation of their assets in the present, as well as at the time of their death.

As compliance-oriented tax attorneys, we are committed to providing the highest level of protection and liability minimization, while ensuring that you remain well within the boundaries of the law. This helps you avoid unnecessary scrutiny and potential challenges or threats to your estate in the future.

Contact Cantley Dietrich today to learn more about how we can help you achieve your goals through our complex estate planning services.