Our Services - Wealth Preservation and Asset Protection
Snyder & Snyder maintains an active practice in the area of wealth preservation and asset protection. Through the extensive experience of our attorneys, Snyder & Snyder is able to assist high net worth individuals in recognizing, identifying and planning for the unique problems such affluent individuals face in preserving, maintaining and protecting their personal or family fortunes. Such problems may include estate liquidity issues and potential liability exposure, as well as business succession planning. Our ultimate goal is to assist every client in turning his or her personal fortune into multi-generational wealth; or for those who have already benefitted from multi-generational wealth to safeguard the wealth for additional generations to come. With that goal in mind, the legal professionals at Snyder & Snyder will specifically tailor and implement a wealth preservation and asset protection strategy to your unique financial and family circumstances.
As an adjunct to our wealth preservation practice, Snyder & Snyder also counsels affluent individuals with respect to philanthropic and charitable planning, whether such planning is purely for charitable purposes or as an integrated part of the client's estate plan. Our attorneys are familiar with virtually every aspect of philanthropic and charitable giving and the tax advantaged vehicles through which a client's philanthropic goals may be accomplished, including private family foundations, charitable remainder trusts, charitable lead trusts and other charitable transfer techniques.
Our attorneys are experienced and knowledgeable in virtually every sophisticated wealth preservation and asset protection planning technique, as well as in charitable giving strategies and the law which governs them including:
- Offshore Trusts
- Generation Skipping Tax law
- Testamentary Trusts
- Intervivous Trusts
- Crummy Trusts
- Charitable Remainder Trusts (CRT)
- Marital Bypass Trusts
- Family Limited Partnerships
- Grantor Retained Annuity Trusts (GRAT)
- Irrevocable Trusts
- Qualified Personal Residence Trusts (QPRT)
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- Valuation Discount Planning
- Minority Discount Planning
- Defective Sales Planning
- Dynasty Trusts
- Irrevocable Life Insurance Trusts (ILIT)
- Marital Deduction Planning
- Revocable Trusts
- Defective Grantor Trusts
- Annual exclusion gifting techniques
- Self-Canceling Installment Notes (SCIN)
- Charitable Lead Trusts (CLAT)
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