ESTATE AND GIFT TAX
| In the estate and gift tax area of our practice, Bowen Hunsaker Hirai & Company focuses on the process of family wealth planning, which deals with contingency and wealth preservation techniques designed to achieve family goals. Related equity and management succession planning is essential for families owning operating businesses or substantial real estate or securities investments. The representative areas of our practice in which we have substantial experience are valuation discount planning strategy, including the structuring of family partnerships, dual equity corporations, and split-interest trusts; inter-vivos family asset transfers and management arrangements; revocable and irrevocable life insurance trusts and business life insurance planning; contingency planning; revocable living trusts and property agreements; current and deferred charitable giving, including charitable trusts; family business counseling, buy-sell agreements, compensation and management succession planning; gift and estate tax return preparation. |
| Firm Profile Taxation IRS Representation Estate and Gift Tax Business Valuation and Litigation Expert Witness Services Accounting and Auditing Curricula Vitae |