Wealth Transfer Planning


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Baker Tilly recognizes that leaving the legacy you desire requires more than simply having a good estate plan that works at death. It also takes active lifetime transfer planning focused on maximizing your family and charitable legacies while minimizing taxes.

To this end, the consultative approach of our wealth transfer specialists first determines your goals, priorities, and challenges. Then we create an estate transfer plan by carefully analyzing your situation and applying quantitative analysis to identify and recommend possible planning strategies and techniques that address your goals. After, we help you implement your plan by establishing trusts, making gifts, and taking other steps needed, in concert with your other professional advisors, to accomplish the plan.

Our wealth transfer planning services include:

Helping you clarify goals, priorities and challenges and select the best wealth transfer strategies
Developing wealth transfer plans, gifting strategies, and charitable giving programs
Creating and administering appropriate gift recipient trusts, including grantor retained annuity trusts (GRATs), dynasty trusts, irrevocable grantor trusts, charitable trusts, and qualified personal residence trusts, among others
Determining valuation adjustments for transfers of business interests
Planning for the international dual-jurisdiction citizen/residents

Additional Information