Professional Collaboration
Partnership With Estate Planning Attorneys
We provide comprehensive technical support and collaborative expertise to help you deliver exceptional results for your high net worth clients. Our partnership approach enhances your practice capabilities while maintaining your client relationships.
Why Partner With Us?
Our collaborative approach provides you with the technical depth and specialized expertise needed for sophisticated wealth transfer planning, while you maintain the primary client relationship.
Comprehensive Technical Analysis
Detailed tax analysis, actuarial calculations, and documentation support for complex trust structures.
Collaborative Case Development
Work together to develop optimal strategies tailored to your client's unique wealth transfer goals.
Expert Witness Services
Testimony and litigation support through our sister practice, Sullivan CPA, for contested estate matters.
Continuing Education
Access to seminars, case studies, and technical resources to stay current on advanced planning techniques.
Responsive Support
Timely responses to technical questions and case consultations throughout the planning process.
Quality Assurance
Rigorous review processes ensure accuracy and compliance with current tax law and regulations.
Our Collaboration Process
A structured approach that ensures seamless collaboration from initial consultation through ongoing compliance.
Initial Consultation
Discuss your client's situation, goals, and preliminary strategy options. We provide initial feasibility analysis at no charge.
Strategy Development
Collaborate on detailed planning approach, including trust structure, valuation considerations, and tax projections.
Documentation & Analysis
We prepare comprehensive technical memoranda, actuarial calculations, and supporting documentation for your review.
Implementation Support
Assist with trust funding, asset transfers, and coordination with other advisors (CPAs, investment managers).
Ongoing Compliance
Prepare required tax returns (Forms 1041, 709, 706) and provide annual compliance support throughout trust term.
Our Areas of Expertise
Deep technical knowledge across the most sophisticated wealth transfer strategies for high net worth clients.
GRATs & Wealth Transfer
Grantor Retained Annuity Trusts for high-growth assets, including valuation, annuity structuring, and IRS compliance.
Charitable Planning
Charitable Remainder Trusts (CRATs and CRUTs) combining philanthropic goals with tax-efficient wealth transfer.
Estate Tax Portability
Form 706 preparation and portability elections to maximize combined exemptions for married couples.
IDGT Sales
Intentionally Defective Grantor Trusts with installment sales for estate freezing and leveraged wealth transfer.
Representative Case Studies
Real-world examples of successful wealth transfer strategies implemented in collaboration with estate planning attorneys.
Tech Executive Stock Transfer
Pre-IPO executive with $50M in restricted stock
Series of rolling GRATs to transfer appreciation while minimizing gift tax
Successfully transferred $35M in post-IPO appreciation to family trust with zero gift tax
Real Estate Portfolio Restructuring
Family with $80M commercial real estate portfolio
IDGT sale combined with CRT for diversification and charitable giving
Froze estate value, generated $2M annual income, and secured $15M charitable deduction
Portability Election Preservation
Surviving spouse with combined estate of $25M
Timely Form 706 filing to preserve deceased spouse's unused exemption
Preserved $13.6M DSUE amount, saving approximately $5.4M in future estate taxes
Case studies are representative examples. Actual results vary based on individual circumstances and market conditions.
Professional Resources
Access to technical materials, continuing education, and practice management resources for our attorney partners.
Technical Memoranda Library
Access to sample trust provisions, planning memoranda, and technical analysis templates.
IRS Updates & Guidance
Regular updates on relevant revenue rulings, private letter rulings, and regulatory changes.
Valuation Resources
Guidance on appraisal requirements, discount analysis, and valuation best practices.
Case Law Summaries
Summaries of significant court decisions affecting estate planning strategies.
Forensic Accounting & Litigation Support
Our sister practice, Sullivan CPA, provides expert witness testimony and forensic accounting services for contested estate matters, business valuations, and complex litigation support.
Let's Collaborate on Your Next Case
We welcome the opportunity to discuss how we can support your estate planning practice. Contact us for a complimentary initial consultation on your client's wealth transfer needs.
Serving the San Francisco Bay Area
Partnering with estate planning attorneys throughout Northern California to deliver exceptional results for high net worth clients.