Estate Planning Crosses State Lines
Within a very short amount of time, Holland & Knight's Private Wealth Services lawyers met with new clients – a husband and wife, and their three adult children – and structured estate plans for all five of them, resulting in significant reductions in the family's overall estate tax liability. We also dealt with issues resulting from assets being held in multiple jurisdictions and family members living in different states, developed a long term gift-giving program for the husband and wife that will further reduce their tax liability, and arranged for the execution of the documents in multiple firm offices.