For high-net-worth individuals and families, effective estate planning requires careful consideration of federal and state tax consequences alongside broader family, business, and investment objectives. Peck Baxter advises families, business owners, and family offices on sophisticated estate and gift tax planning designed to preserve wealth, create flexibility, and facilitate the efficient transfer of assets across generations.

Our attorneys advise on advanced trust and gifting strategies, lifetime wealth transfers, business succession and ownership transitions, family investment structures, charitable planning, liquidity planning, and transactions involving closely held businesses, real estate, private investments, and other significant assets. We also assist clients in evaluating estate, gift, and generation-skipping transfer tax considerations when structuring transactions and long-term wealth-transfer plans.

Sophisticated tax planning rarely exists in isolation. Peck Baxter takes an integrated approach that considers estate planning, business ownership, governance, investment structures, asset protection, and family objectives as part of a coordinated strategy. We work closely with clients’ accountants, tax advisors, financial professionals, valuation experts, and family office teams to design and implement structures tailored to each family’s circumstances.

Our goal is not simply to minimize potential tax exposure, but to develop durable planning strategies that preserve flexibility, protect family wealth, and support the responsible transfer and stewardship of assets for generations to come.