Trusts & Estates
We know that you have worked hard for your assets and wealth. Thoughtful gift tax and estate planning can create significant short- and long-term value for families — allocating existing assets today while maximizing their worth for years to come.
At Prager Metis we understand how important the right estate and trust plan is to you and your loved ones and we also understand the value of discretion, continuity and security. We will work with you on all aspects of your estate and trust plan including comprehensive planning, establishment, implementation, administration, and advisory services, as well as management of monetary affairs, assets, and trusts.
Partner Emeritus
Partner-in-Charge of Private Wealth Services
The 65-Day Rule: Section 663(b) of the U.S. tax code allows fiduciaries of estates and complex trusts to elect into what is informally known as the “65-day election.”
Ladidas Lumpkins, Partner-in-Charge of Private Wealth Services, was recently featured in GGI’s Spring 2021 Trust and Estate Newsletter.
Dear Clients and Friends,
We hope you are safe following Hurricane Helene’s impact in North Carolina. Our team is largely safe, but communication is limited. We appreciate your patience with delayed responses. Thank you for your understanding during this challenging time
