Estate, Trust &

Succession Planning

chess board - Estates, Trusts, and Succession Planning

Delivering personalized plans that fit you and your family's situations

Whether it’s ensuring proper transfer of assets in a comprehensive estate plan or developing an orderly and effective business succession plan, Brady Ware’s trusted advisors deliver personalized plans to fit your unique environment.

Our team works with your legal advisors and handles numerous private individuals as well as owners of small businesses to minimize income, estate and gift taxes. Beyond planning and advisory services, Brady Ware provides tax compliance for trusts, estates and gifts.

Covering all aspects of the commonly used trusts, gifting and the estate planning process, our eight-part video series gives insights and strategies to best prepare yourself and your family.

Professional Services
Estate Planning

We understand the complexity of estate planning and how to save thousands of dollars in court fees and estate taxes while ensuring your loved ones are provided for. To manage this process, we work in collaboration with your team of advisors – legal, insurance, investment management and family members – to develop an integrated estate plan—one that minimizes your estate taxes while providing for your beneficiaries in the way you desire.

Our tax and finance experts help you:

  • Establish family-limited partnerships that maximize control and flexibility while minimizing estate taxation
  • Synchronize your estate plans with your business succession plans
  • Set up gifting programs and charitable gifting strategies
  • Provide necessary cash flow during your lifetime and that of your spouse
  • Ensure equitable disposition of family-owned businesses with accurate business valuations
  • Ensure proper use and distribution of life insurance and retirement plans
Individuals and Trusts

Brady Ware assists entrepreneurs, business owners, and high-net worth individuals and their families with strategic tax planning and compliance. Ever-changing tax laws have become cumbersome to navigate alone. Our advisors help capitalize on opportunities to minimize your tax liability. You have put tremendous effort into growing and maintaining your wealth. Our goal is to help you manage, preserve, and transition your wealth, so you can enjoy life’s pursuits now and in the future.

We help with:

  • Federal, State and Local Tax Compliance
  • Personal and Small Business Tax and Advisory Services
  • Trust, Gift, and Estate Tax Compliance
  • Family Wealth Planning
  • Audit Representation
  • Valuations
  • Charitable Gift Planning
  • Transaction and Incentive Stock Option Advisory Services
  • Real Estate Investment Tax Services
  • International Advisory Services

We commonly work with:

  • Charitable Remainder Trusts (CRAT/CRUT)
  • Charitable Lead Trusts (CLT)
  • Electing Small Business Trusts (ESBT) and Qualified Subchapter S Trust (QSST)
  • Irrevocable Life Insurance Trusts (ILIT)
  • Spousal Lifetime Access Trusts (SLAT)
Succession Planning

For many business owners, transitioning a company to a new owner can be one of the toughest challenges they face. How can you best position your business to sell? How can you ensure its ongoing operational success? If you sell, can you afford to retire? Should you transfer the business to a family member? If so, how can you minimize estate taxes?

We help navigate these challenges and develop a solid plan for business succession — one that addresses ownership succession, management succession, and leadership development, all while meeting your personal retirement goals.

Related Services

Disputes, Litigations & Forensics

Mergers & Acquisitions

Tax Credits & Incentives

Tax Structuring

Valuations

Estate, Trust, and Succession Planning Services

Mark’s background in tax enables him to provide extensive services to the firm’s clients in the areas of estate and retirement planning, and business succession consulting.

Mark A. Kassens, CPA

mkassens@bradyware.com

765.966.0531
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