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Estate, Gift and Trust Planning

Estate, gift and tax planning is more than wealth transfer upon death. Integrated estate planning considers your goals and plans for the disposition of your assets during life and beyond. This may include control over family assets, the succession of the family business, retirement planning, wealth management, and charitable giving. This helps you minimize estate taxes and ensures that your assets are distributed according to your wishes.

How We Can Help You

GreerWalker has a wealth of experience in estate, gift and trust planning. We assist our clients and their advisors to develop and implement integrated estate planning strategies that are customized to meet each client’s needs and wishes. Our experienced professionals will help you find practical strategies for estate planning through:

Trusts
  • Bypass Trusts
  • QTIP Trusts
  • Qualified Personal Residence Trusts
  • Grantor Retained Annuity Trusts
  • Life Insurance Trusts
  • Special Needs Trusts
Planned Charitable Giving
  • Charitable Lead Trusts
  • Charitable Remainder Trusts
  • Private Foundations
Family Limited Partnerships

Estate and Fiduciary Tax Compliance

For more information on how we can assist you, please contact Sandi Thorman or Charlie Greer.

Brochure

Download Our Estate, Gift & Trust Brochure

Key Partners & Associates

Sandi O. Thorman, CPA, Partner

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