Estate & Succession Case Studies

Reduce administrative costs with trust structure simplification. Pacific Gate streamlines complex trusts, delivering significant cost savings to clients.

New Horizons Financial simplified a client's estate plan, resulting in a 75% reduction in the time required for estate administration and asset distribution.

Create a special needs trust to protect government benefits for your dependent child. Our strategy ensures long-term care and financial security.

Learn how Precision Financial Group created a special needs trust to secure lifetime care for a disabled child, funded with $2M.

Discover how a strategic gifting plan reduced a client's taxable estate by $2 million, resulting in significant tax savings.

Strategic use of trusts reduced probate process time by 60%, offering relief to grieving heirs during estate administration.

Discover how Precision Financial Group restructured a trust, resulting in a 30% reduction in administrative costs.