IRC §2001, IRC §2010, IRC §2501, IRC §2513, IRC §2601
Estate & Wealth Transfer Planning
Strategic estate planning minimizes transfer taxes and ensures wealth passes efficiently to heirs. Includes gifting strategies, trusts, and business succession planning.
Who this may apply to
- Net worth, prior taxable gifts, or transfer objectives that warrant planning under the $15,000,000 federal basic exclusion amount for 2026
- Want to transfer wealth to family efficiently
- Own a business you plan to pass on
Strategy connections
Works well with
- 1031 Exchange: Exchange, basis, and transfer planning should be coordinated over the owner’s lifetime.
- Qualified Small Business Stock (QSBS): Stock transfers require coordinated eligibility, holding-period, gift, and estate analysis.
What could block this
- No current transfer, incapacity, succession, or estate-tax planning objective
- Ownership and beneficiary information is incomplete
Professional support
Estate Planning Attorney + CPA
Will design an estate plan, establish necessary trusts, and implement gifting strategies to minimize transfer taxes.
Official sources
Reviewed 2026-07-24