REPRESENTATIVE EXPERIENCE

Scott E. Mooney

Assisted a family with lifetime gift planning through several trusts, including multi-generational and grantor retained annuity trusts.

Formulated and implemented a plan for ultra-high net worth individuals with complex goals for wealth transfer and family business succession; preparing detailed and extensive Wills, revocable trusts, insurance trusts and grantor retained annuity trusts.

Obtained a private letter ruling on a generation-skipping transfer tax issue.

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