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Advanced Planning

Advanced Planning

Estate planning is particularly important for families of means. With a plan designed and implemented by a law firm with extensive experience in this complex area of the law, high net-worth individuals and families have considerably more to gain.

Families of means must concern themselves with issues such as:

  •     Assuring the continuance of your lifestyle and the protection of your assets
  •     Substantially reducing income, excise, gift, estate, and generation skipping taxes
  •     Passing your values, work ethic and a sense of responsibility to heirs
  •     Keeping your affairs private through a properly funded and implemented trust
  •     Making sure your heirs are mature enough to handle a large inheritance on their own, and if they are not, taking steps to protect the inheritance until they are ready
  •     Managing the value of your business interests, and shielding your personal assets from those of your business
  •     Ensuring your lasting legacy and impact on society

At Borkus Law PA, we have years of experience utilizing advanced estate planning strategies and tools to meet the unique needs of affluent families. Our firms Founder Randall Borkus specializes in counseling ultra-high net worth individuals and families. He also mentors and teaches attorneys, financial advisors, insurance wholesalers, and CPAs devoted to the ultra-high net worth market.

Our services in this area include:

  •     Dynasty Trusts
  •     Irrevocable Trusts
  •     Life Insurance Trusts
  •     Family Limited Partnerships (FLPs) and Limited Liability Companies (LLCs)
  •     Grantor Trusts
  •     Grantor Retained Annuity Trusts (GRATs)
  •     Captive Insurance Companies (CICs)
  •     Cash Balance Retirement Plans
  •     Intra-Family Loans
  •     Self Cancelling Installment Notes (SCINs)
  •     Installment Sales to Grantor Trusts
  •     Qualified Personal Residence Trusts
  •     Gift Programs
  •     Retirement Trusts
  •     Minors Trusts
  •     Special Needs Trusts
  •     Generation-Skipping Trusts
  •     Tax Planning

We invite you to contact our firm at your earliest convenience to discuss your particular needs, concerns and goals.