Estate, Business & Tax Planning
Practice Areas
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Estate Planning & Charitable Planning
Our holistic approach to estate, disability, and wealth-transfer planning includes a wide array of sophisticated strategies designed to minimize estate, gift, GST, and income taxes while prioritizing our clients’ family, entrepreneurial, and philanthropic legacies.
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International Trust & Estate Planning
Our professionals have niche expertise with respect to implementing foreign trusts and investment structures for U.S. persons, as well as U.S. trust and investment structures for foreign persons with U.S. beneficiaries or investments.
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Business & Entity Counsel, Planning & Compliance
We counsel clients at each step in planning, structuring, and implementing business transactions, including buy-sell agreements, executive compensation, equity compensation, vendor/customer agreements, succession planning, acquisitions, and reorganizations.
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Probate, Trust & Estate Administration
Facing the death of a loved one is never easy, and winding up a decedent’s financial affairs doesn’t make it easier. At RGF, we balance efficiency and efficacy when assisting fiduciaries with the disposition of assets and settlement of claims, whether that process involves probate of the decedent’s last will and testament or the administration of a trust.
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Private Placement Life Insurance
PPLI offers the benefits of significantly improving the tax efficiency of an investment portfolio during an insured’s lifetime and provides liquidity benefits and tax advantages upon the insured’s death, facilitating the protection, growth, and transfer of wealth. We are prepared to assist with all stages of procurement and service related to PPLI policies and Insurance Dedicated Funds.
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Transactional Tax Counsel & Tax Due Diligence Services
RGF serves as tax counsel alongside corporate and M&A attorneys, providing expert tax analysis and drafting, as well as buyer or seller tax due diligence services.
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General Counsel, Risk Management & Family Office Support
RGF can serve as general counsel and CFO to your family or family office, overseeing and advising on all legal transactions and coordinating with third-party advisors. We provide holistic, detailed risk-based analysis and risk mitigation solutions (including personal and commercial insurance and non-insurance solutions, as well as captive insurance company planning).
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Domestic & International Tax Planning
Our professionals have expertise in U.S. tax issues impacting individuals, trusts, and entities, both domestic and foreign—an understanding that is essential to properly structuring the ownership, gifting, or sale of U.S. investments by foreign persons, as well as foreign investments by U.S. persons, in a manner that minimizes U.S. taxes.
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Domestic & International Tax Reporting & Compliance
RGF employs senior CPAs in-house to provide our clients with comprehensive domestic and international tax compliance services. We can serve as tax preparer for clients and their entities or as the bespoke preparer of U.S. international information returns required of foreign assets or foreign persons. We also have extensive expertise in preparing complex estate, gift, and GST tax returns.