Page 3 - SH Private Clients, Trusts and Estates
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The blueprint


                                                                Whether you are just starting to

                                                                build your estate or you’ve amassed
                                                                a great fortune, we work with you to

                                                                create and implement a plan to

                                                                address your unique personal and
                                                                financial circumstances.

          Our toolkit is extensive with experience in many areas.

                Asset protection trusts                                 Planning for specialty assets (such as
                                                                        art, airplanes, carried interest, horses,
                Business succession planning                            and real estate)

                Charitable lead and remainder trusts                    Planning for artists, athletes, and

                Estate and gift tax audit resolution                    entertainers

                Family limited partnerships                             Private trust companies

                Family offices formation and operation                  Revocable and irrevocable trusts

                Graegin loans                                           Subchapter S corporations

                Grantor-retained annuity trusts                         Tax deferral elections under Internal
                                                                        Revenue Code sections 6161 and 6166
                Intentionally defective grantor trusts
                                                                        Tax-exempt entity formation and
                International and cross-border planning                 compliance

                Life insurance planning                                 Wills and revocable trusts

                Multigenerational dynasty trusts
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