Estates & Trusts


We are experienced with all of the vehicles designed to save tax and make for effective transfers of wealth, FLPs, GRATs, CRUTs, QPERTs, NINGs and DINGs, DGTs and the entire alphabet soup of planning!  LB Advisors is the choice of leading law firms to help implement and operate estate tax and trust strategies.  We assist in design, and are there to be sure things go according to plan, from trust accounting to trust tax returns, estate planning and estate tax returns, we are your trusted partner to support your goals.

Are discussions about changing tax laws raising questions?

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