Two Miranova Place
Suite 700
Columbus, OH 43215
P 614.888.8500
F 614.888.2560

We assist high net worth individuals with complex tax and multigenerational planning and have experience with a number gifting options and wealth distribution vehicles, including GRATs, ILITs, QPRTs, charitable trusts, and installment sales to grantor trusts.

During the planning process, we can (i) provide understandable illustrations and explanations of how each approach works, (ii) draft the documents necessary to effect the best plan, and (iii) prepare the necessary tax returns, including gift tax returns and trust income tax returns, and work with your accountant to assure the ongoing reporting is done properly and cost-effectively.