Estate and Transfer Tax Planning

Estate planning can be complicated and emotional. Bass, Doherty & Finks offers practical solutions to the complex challenges of wealth transfer. We develop sophisticated plans to transfer assets from generation to generation in the most tax efficient manner, while remaining sensitive to our clients' non-tax goals. Working closely with clients, their families and their other advisors, our approach is highly personalized, educational and structured. Our skill is in designing, explaining and implementing the most appropriate estate planning vehicles including but not limited to:

  • Wills
  • Revocable Living Trusts
  • Durable Powers of Attorney
  • Health Care Proxies
  • HIPAA Releases
  • Parental Appointments of Guardians for Minors
  • Irrevocable Life Insurance Trusts (ILITs)
  • Special (Supplemental) Needs Trusts
  • Generation Skipping Dynasty Trusts
  • Grantor Retained Annuity Trusts (GRATs)
  • Qualified Personal Residence Trusts (QPRTs)
  • Family Limited Liability Companies
  • Family Limited Partnerships
  • Spousal Lifetime Access Trusts (SLATs)
  • Defective Grantor Trusts
  • Gift, Sale and Swap Structures
  • Business Succession Plans
  • Buy/Sell Agreements
  • Family Governance Agreements
  • Gift and Generation Skipping Tax Returns (Form 709)

For more information, or for specific questions, please feel free to contact us at .