The Wall Street Journal
The New York Times
Better Homes and Gardens
Working Mother
Boulder Daily Camera

High Net Worth Estate Planning at Braverman Law Group, LLC

Introduction: Tailored Strategies for Complex Wealth

At Braverman Law Group, LLC, we specialize in high net worth estate planning, offering bespoke strategies for individuals and families with significant assets. Our approach is comprehensive, addressing not only the legal complexities but also the unique family dynamics and long-term objectives of our clients. We understand that high net worth individuals require specialized advice to protect their wealth, minimize taxes, and ensure a seamless transition to future generations.

Wealth Preservation: Collaborative Approach

Central to our high net worth planning is wealth preservation. We focus on strategies that protect your assets from various risks, including market volatility, business liabilities, and potential creditors. Braverman Wealth Advisors, LLC can provide wealth management advice, or we can collaborate with your chosen financial advisor. This integrated approach ensures that your estate plan works in concert with your broader financial goals, providing a holistic solution to wealth preservation.

International Considerations: Seamless Global Planning

Our expertise extends to addressing the unique challenges faced by clients with international ties. Whether you have assets abroad, are a non-U.S. citizen residing in the United States, or have beneficiaries living overseas, our team is equipped to navigate the complexities of international estate planning. We can plan for foreign beneficiaries and work with attorneys in other countries to ensure that your American estate plan works seamlessly with estate plans in other jurisdictions, maintaining compliance and optimizing for global tax efficiency.

Vehicles: Trusts and Family Entities

In high net worth estate planning, our vehicles include a variety of trusts and family entities, each specifically tailored to meet the needs of high net worth individuals. These tools are instrumental in achieving your distinct goals, such as preserving wealth for future generations, minimizing taxes, and ensuring privacy in wealth transfer. Prominent among these are the Spousal Lifetime Access Trust (SLAT), offering married couples a flexible way to benefit from trust assets while potentially reducing estate taxes. The Family Limited Partnership (FLP) plays a crucial role in managing family-owned businesses or property, providing control and tax advantages. Inheritance Asset Protection Trusts are also pivotal, ensuring that your beneficiaries receive their inheritance in a protected and tax-efficient manner.

Tax Planning: Proactive and Innovative Solutions

Tax planning is a cornerstone of our high net worth services. We proactively address potential tax liabilities, focusing on innovative solutions that align with evolving tax laws and regulations. Our expertise encompasses income tax planning, estate tax minimization, gift tax strategies, and generation-skipping transfer tax considerations. Our goal is to maximize tax efficiencies within your estate plan, ensuring more of your wealth is passed on to your beneficiaries.

Special Needs Planning: Compassionate and Comprehensive Care

Our firm holds a special place for special needs planning, a service born out of personal experience and commitment. We offer comprehensive solutions for families with special needs members, ensuring their long-term care and financial security without jeopardizing their eligibility for vital government benefits. Our special needs trusts are carefully crafted to provide for the unique needs of each beneficiary, offering peace of mind to families.

Conclusion: Your Partners in Legacy Planning

At Braverman Law Group, LLC, we are more than just estate planners; we are partners in your legacy planning. Our commitment to personalized service, combined with our deep expertise in high net worth estate planning, makes us the ideal choice for individuals and families seeking to protect and preserve their wealth for generations to come.

Client Reviews
When my husband died, I felt I needed to honor him for his children and friends. Working through the plans was healthy because I've been a planner professionally. My daughter is not a planner and I know she would not find those endless tasks therapeutic like I did. So I've created a very specific estate plan with Diedre Braverman's counsel, detailed guidance, and support. Now I feel relief knowing that my death will not derail my daughter's life. Barbara Joan Martin
I really appreciate your calming nature. You are incredibly helpful and kind. After speaking with me it was the first time in a long while where I was able to sleep through the night because of your reassurance. Trudy Moore
I trust Bennett and feel his depth of knowledge. The time and energy Bennett spent briefing the beneficiaries of our plan – helping them to know what to expect and what their duties and responsibilities would be – was invaluable. I trust Bennett and feel his depth of knowledge will allow him to serve a wide range of client needs. The ramifications of each decision were fully explained and his adaptation to our family’s needs was exceptional. Anonymous
Diedre took the time to go beyond our initial assumptions and explained how we can benefit from strategies no one had explained to us before. Kathy
Bennett Braverman is a thorough, knowledgeable expert in his field. He did an excellent job in walking us through the Living Trust process, coaching us through decisions, and making sure we completely understood the what we had to do and the associated benefits and risks. We will continue to recommend him to our friends and look forward to partnering with Bennett in the future. Lisa
Justia Lawyer Rating
Super Lawyers
Colorado Bar Association
Wealth Counsel
Boulder County Bar Association