Specific counsel on the questions that change plans
Each piece addresses a concrete planning problem — a business exit structure, an estate freeze, a step-up-in-basis question. No market commentary. No generic disclaimers.
The estate freeze: when it works and when it doesn't
Asset sale vs. stock sale: the tax gap is larger than most founders expect
What the TCJA sunset means for estate plans written before 2022
GRATs and intentionally defective trusts serve different clients. The structure depends on your estate size, time horizon, and whether the underlying asset is still appreciating.
A buyer's preference for an asset deal and a seller's preference for stock create a real tax differential. Here is how to close that gap before the LOI is signed.
The exemption cliff is not theoretical. Plans structured under current limits need a specific review before 2026 — not a boilerplate update, a structural one.
Step-up in basis after a large inheritance: the questions to ask first
Installment sales and earnouts: planning for proceeds that arrive in pieces
Dynasty trusts across state lines: where the planning advantage is real
When sale proceeds are contingent or deferred, the income tax and investment plan look different from a clean close. Here is how to structure both before the deal is done.
Not every state allows perpetual trusts, and the tax treatment varies. The advantage is genuine in specific structures — and absent in others that advisors commonly recommend.
Basis reset at death changes the math on every appreciated asset in the estate. Which assets to hold, sell, or transfer depends on facts that differ by family.
If a piece here touches your situation, let's talk specifics
The writing reflects how we work with clients. A first conversation costs nothing and goes wherever the facts lead.