High Net Worth Estate Planning

You’ve worked hard your whole life to provide for your family and make your loved ones more secure. To preserve your efforts for the benefit of your loved ones and help them avoid an excessive tax burden or costly legal proceedings, you will need a comprehensive estate plan targeted to your specific assets and holdings. With 20 years of experience in estate planning, New York Legacy Lawyers’ high net worth estate planning lawyers in Brooklyn, can help you create a plan that will protect everything you’ve built to the fullest extent.  

High Net Worth Estate Planning Strategies Why It's Needed
Trusts and Asset Protection Shield assets from creditors, lawsuits, and taxation while ensuring controlled distribution to beneficiaries.
Estate Tax Planning Minimize tax liabilities on large estates, preserving wealth for future generations and minimizing tax burdens.
Family Limited Partnerships Facilitate wealth transfer while maintaining family control, reducing estate taxes, and protecting assets from creditors.
Business Succession Planning Ensure smooth transition of business ownership, minimizing disruptions and tax consequences for heirs.

Our firm regularly assists affluent families with such sophisticated high net worth estate planning strategies as: 

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