Lourie & Cutler's estate planning practice is creative and innovative. Our technical expertise permits us to address a broad range of sophisticated tax and wealth transfer issues, while integrating our clients' estate planning, business planning and other tax planning needs. We utilize techniques such as the following, to structure tax-advantaged estate plans that meet our clients' substantive goals:

Grantor retained interest trusts, such as GRATs, GRUTs, and QPRTs, frequently established for the purpose of transferring assets to beneficiaries at a minimal transfer tax cost.

Family limited partnerships and family LLCs, often established to ensure centralized management of gifted assets, or to take advantage of discounts and other valuation opportunities.

Charitable organizations (including private foundations and supporting organizations) and split-interest trusts, established for the purpose of permitting clients to satisfy their charitable goals while providing valuable income and estate tax benefits.

"Dynasty" generation-skipping trusts, often established for the purpose of minimizing estate taxes for the current and future generations.

We also advise many of our clients regarding the on-going administration and income tax planning applicable to these types of estate planning vehicles.

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ESTATE PLANNING

Estate Planning	Lourie & Cutler's estate planning practice is creative and innovative. Our technical expertise permits us to address a broad range of sophisticated tax and wealth transfer issues, while integrating our clients' estate planning, business planning and other tax planning needs. We utilize techniques such as the following, to structure tax-advantaged estate plans that meet our clients' substantive goals: Grantor retained interest trusts, such as GRATs, GRUTs, and QPRTs, frequently established for the purpose of transferring assets to beneficiaries at a minimal transfer tax cost. Family limited partnerships and family LLCs, often established to ensure centralized management of gifted assets, or to take advantage of discounts and other valuation opportunities. Charitable organizations (including private foundations and supporting organizations) and split-interest trusts, established for the purpose of permitting clients to satisfy their charitable goals while providing valuable income and estate tax benefits. "Dynasty" generation-skipping trusts, often established for the purpose of minimizing estate taxes for the current and future generations. We also advise many of our clients regarding the on-going administration and income tax planning applicable to these types of estate planning vehicles.
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