Tax Planning

Centara Legal Group’s tax planning team can help high net worth clients identify and evaluate and implement tax planning opportunities. A Centara Legal Group attorney directs a team of professionals, including CPAs and financial planners, to create a comprehensive tax plan. From goal setting to plan implementation, we help clients minimize estate, gift and income taxes.

Centara Legal Group is experienced in implementing common estate planning techniques, including:

• Family Limited Partnerships
• Charitable Remainder Trusts
• Charitable Lead Trusts
• Irrevocable Life Insurance Trusts
• Grantor Retained Annuity Trusts
• Gifting Plans

Clients value our personalized approach of understanding our clients’ goals prior to planning. Through close coordination with other professionals, Centara Legal Group can help a client create simple, flexible and effective tax planning strategies.