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

Family Governance Charter: Unifying $50M Family Office

See how Precision Financial Group helped a $50M family office create a family governance charter, fostering unity and aligning values.

Generation-Skipping Transfer Tax: $750K Exemption Optimization

Minimize generation-skipping transfer tax with strategic planning. Maximize your family's wealth for generations to come.

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GST Tax Mitigation: Secured $2M for Future Generations

New Horizons Financial implemented strategies to mitigate generation-skipping transfer (GST) tax, securing $2 million for future generations of a family.

Guardian Nomination Secures $10M Estate Plan

Comprehensive guardianship planning is essential. Learn how Pacific Gate secures estate plans for families with minor children and vulnerable dependents.

Guardianship Clarity: Ensuring a Secure Future for Minor Children

See how we helped a couple clearly define guardianship plans for their minor children, providing peace of mind and a secure future.

Hayes Crafts SLAT: Shielding $8M with Controlled Access

Learn how New Horizons Financial used a Spousal Lifetime Access Trust (SLAT) to shield $8 million in assets while allowing continued spousal access.

Hayes Secures $340K Tax Savings: Strategic Trust Restructuring

Learn how New Horizons Financial helped a high-net-worth family save $340,000 in estate taxes through careful trust restructuring and proactive planning.

ILIT Protects $1M Estate from Creditors

Protect your estate from potential creditors. Pacific Gate uses irrevocable life insurance trusts to safeguard assets for future generations.

Increased Estate Value by 15% with Strategic Valuation

Optimize estate value through strategic valuation. Pacific Gate uses valuation techniques to minimize estate taxes and maximize inheritance.

Increasing Charitable Impact: Charitable Lead Annuity Trust (CLAT)

We implemented a Charitable Lead Annuity Trust (CLAT) strategy to increase charitable giving while benefiting the client's family long-term.

Irrevocable Life Insurance Trust: $500K Wealth Transfer Tax Avoidance

Discover how Precision Financial Group used an ILIT to avoid $500K in wealth transfer taxes for a business owner.

Legacy Planning: 80% of Heirs Adopt Philanthropic Values

More than just asset transfer. We guide your family in philanthropy.

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