Built for Biotech. With the estate tax coupon (the amount of $ you can pass free of estate tax to your heirs) on the chopping block (under recent proposals it could get cut from $11.7M per person to ~$5M), it could make sense to ‘give away’ a portion of your wealth today.

If you have significant wealth concentrated in public or private Biotech equity, here’s one option.

Over the next 40 years, this structure could save our client’s family over $100M in estate tax, while protecting their assets from creditors and predators for generations.

#estateplanning #wealthmanagement #builtforbiotech

Disclaimer: For information purposes only and should not be interpreted as legal, tax or financial advice. Always consult your CPA/tax advisor/attorney (or reach out to us;) to discuss your specific situation. Past performance is no guarantee of future results.