Estate & Succession Case Studies

Estate planning and business succession case studies. Trust structures, tax-optimized transfers, and multigenerational wealth strategies for HNW families.

70 case studies

$1.2M Protected: Special Needs Trust for Dependent Child

Discover how New Horizons Financial established a special needs trust to protect $1.2 million for a dependent child while preserving their eligibility for government benefits.

$1.2M Tax Shield: Dynasty Trust Minimizes Generation-Skipping Tax

Explore how a Dynasty Trust strategically minimized Generation-Skipping Transfer Tax (GSTT), creating a $1.2M tax shield for future generations.

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Discover how we eliminated federal estate taxes on a $15M estate using advanced trust strategies and proactive planning.

Estate & Succession Case Studies

$1.2M Protected: Special Needs Trust for Dependent Child

$1.2M Tax Shield: Dynasty Trust Minimizes Generation-Skipping Tax

$15M Estate Tax Elimination: Advanced Trust Strategies Deployed

$340K Estate Tax Savings with Charitable Remainder Trust

$340K Tax Savings: Spousal Lifetime Access Trust (SLAT) Strategy

$375K Estate Tax Savings: Strategic Spousal Lifetime Access Trust (SLAT)

$500K Charitable Deduction with CRT for Client

40% Faster Onboarding: Streamlined Trust Administration

40% Faster Special Needs Trust Onboarding with Automated System

80% Faster Estate Settlement: Comprehensive Document Organization

90% Reduced Risk of Estate Litigation with Governance Charter

95% Business Retention: Seamless Succession Plan for Family Business