Lifetime Transfer Strategies

Considerable tax savings can be realized by moving assets out of your taxable estate during your lifetime, through gifts and other means. Beyond their tax advantages, these moves allow you to transfer assets to loved ones and charitable organizations sooner, when the benefit may be greatest. To achieve these goals, Currier Ryan designs and implements a range of simple and complex lifetime gifting vehicles.

Wealth transfer.

Based on your specific goals and circumstances, we can help you create a cohesive plan for transferring assets during your lifetime. Options include insurance trusts, gift trusts, generation-skipping trusts, grantor retained annuity trusts, intentionally defective grantor trusts, family LLCs and partnerships, as well as charitable vehicles such as tax-exempt foundations, charitable remainder trusts and charitable lead annuity trusts. We also execute transactions involving these vehicles, including various gift and sale strategies designed to move asset appreciation out of your taxable estate.

Gift tax reporting and compliance.

We are experts in federal estate and gift taxation and reporting as well as federal income taxation. We can prepare your gift tax returns or review returns prepared by outside accountants. In this work we routinely deal with issues relating to gifts of illiquid and hard-to-value assets such as private equity and hedge fund interests, private company stock and real estate partnership interests.