Trust & Estate

Trust & Estate planning, in terms of providing a legacy to heirs or inheriting assets, property or a business can come with many emotions tied to this gift. Strategies should be developed well in advance to help clients successfully move taxable assets out of their estate.

Reshape works with outside experts to develop estate planning strategies that provide maximum after-tax distributions to their heirs and charities of choice. We work diligently with attorneys to ensure our clients understand the many aspects to consider when constructing a succession plan customized to the specific wishes of each client.

In the endowments, foundations, charities, and other nonprofit organizations created by our clients, it’s important to understand the values that led to their creation, in addition to the technical questions to set up these structures correctly and cost effectively.