Case Study · Estate Planning

Multigenerational Estate Plan With $42M in Transferred Assets

Three-generation family-owned dealership

Designed a dynasty trust structure that moved operating equity to G3 with zero gift tax exposure and pre-funded buyout liquidity.

Assets transferred

$42M

Gift tax paid

$0

Estate tax saved

38%

“Three generations sat at the same table for the signing. That has never happened in our family before.”