Dana Law Firm > Practice Areas > Advanced Estate Planning

Advanced Estate Planning

The Dana Law Firm represents some of the wealthiest families in Arizona. For such families, our primary objective is to minimize the estate and gift taxes that are normally associated with the transfer of wealth from a senior generation to a junior generation. We use cutting edge estate planning techniques such as Family Limited Partnerships, Grantor Retained Annuity Trusts, Installment Sales to an Intentionally Defective Trust, Private Annuities, Charitable Remainder and Charitable Lead Trusts, Private Foundations, Generation Skipping Trusts and Qualified Personal Residence Trusts to name a few. Most of our attorneys have a significant tax background beyond their legal training. Several of our attorneys are also CPAs. And, one of our Attorneys also has an LLM in Taxation. For our higher net worth clients, we usually schedule three or four two hour “training sessions” with the clients to explain all of the advanced strategies that we would recommend. After these sessions, then we will give the client an extensive Estate Planning Proposal that he or she can then show to his CPA, Financial Advisor, and other advisors. These training sessions are billed out at our hourly rates. We feel that it is important for our higher net worth clients to understand all of the estate planning strategies that are available before that client embraces any one particular strategy. At the conclusion of these sessions, we then offer the client either a flat fee to implement the strategies or a percentage fee based on estate tax savings. All of our fee structures will be thoroughly explained to the client before he or she engages our firm. Please feel free to call our office and schedule a free introductory conference to interview our attorneys.