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so when we’re working with high net
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worth clients what we like to do is to
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take a modular approach to their
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planning
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so what we find is a lot of times folks
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come in and they don’t even have sort of
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the basic fundamental
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pieces in place so we always start there
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and we we typically with a high net
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worth client are going to be building
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revocable living trust plans and that
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will be sort of the baseline
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for them and then we’ll add to that
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depending on what their
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what their particular circumstances are
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so we may be looking at things like
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estate tax planning where we may use
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wyoming llc’s to obtain valuation
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discounts or we may use
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b debts beneficiary defective inheritors
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trust
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or we may use intentionally defective
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grantor’s trust to freeze their
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estate tax we may be doing some
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succession planning if there’s a
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business involved
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it depends on what the individual
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circumstances are
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but what we we like to do is just start
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with
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the fundamental foundational pieces and
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then build on to that as we go