Trust transferring a home at a reduced gift tax valuation.
Employer-sponsored plan with creditor protection.
Federal/state laws safeguarding 401(k)s and IRAs.
Spreading risk across multiple participants or entities.
Payment structure ending upon sellerÂ’s death, reducing estate tax.
LLC with separate protected “cells” for different assets.
Extending tax-deferred growth across generations.
Methods postponing payment of taxes to preserve liquidity.
Legal use of jurisdictions with favorable tax laws.
Strategies minimizing tax erosions on investment gains.
