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Lawrence Kamin, LLC > Our Results > Tax & Estate Planning > Strategic Tax Planning Saves Client Millions, Secures Financial Control and Income While Setting Aside Wealth for Children

Strategic Tax Planning Saves Client Millions, Secures Financial Control and Income While Setting Aside Wealth for Children

SITUATION: An extremely wealthy client engaged Lawrence Kamin to devise a strategy that would allow a substantial portion of their estate to be gifted to their children while allowing the client to maintain control and retain the income from the gifted assets. STRATEGY: Our seasoned tax planning attorneys structured and implemented a plan. Using special […]

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