Architecting flawless trust structures and multi-generational wealth transfer strategies.
At Bryan & Co, we understand that true wealth is about far more than just accumulating assets; it is about the legacy you leave behind and the generations you empower. For our high-net-worth clients, off-the-shelf wills and standard revocable trusts are simply insufficient. They leave your estate vulnerable to excessive taxation, probate delays, and potential disputes. Our estate planning practice is dedicated exclusively to crafting highly sophisticated, bespoke strategies that ensure your wealth is protected, your family is secure, and your exact intentions are executed flawlessly without interference.
We move far beyond generic trusts to architect intricate, dynamic legal frameworks tailored to your family's unique financial landscape and interpersonal dynamics. Whether you require Generation-Skipping Trusts (GST) to protect assets from multiple rounds of taxation as they pass to your grandchildren, Grantor Retained Annuity Trusts (GRATs) to transfer highly appreciating assets tax-free, or Spousal Lifetime Access Trusts (SLATs) to utilize your lifetime exemption while retaining indirect access to the funds, we design it all. Our attorneys meticulously model the tax implications of every structure, ensuring that you minimize your estate tax vulnerabilities while ensuring you never lose strategic control over your portfolio during your lifetime.
In today's highly litigious environment, creating wealth is only half the battle; shielding it from those who seek to take it is paramount. We build robust domestic and international legal frameworks that act as a fortress around your hard-earned wealth. By intelligently utilizing domestic asset protection trusts (DAPTs), limited liability companies, and family limited partnerships (FLPs), we insulate your personal and business assets from frivolous litigation, aggressive creditors, and unforeseen personal liabilities. We proactively structure your holdings so that in the event of a crisis, your wealth remains entirely out of reach.
For our clients who have spent decades building closely-held enterprises, the greatest threat to the business is often a poorly planned transition. We ensure a seamless transfer of power, equity, and operational control. We draft airtight buy-sell agreements, restructure corporate entities to facilitate tax-efficient transfers, and develop comprehensive succession roadmaps. By addressing potential conflicts before they arise, we prevent internal disputes, avoid the forced liquidation of assets to pay estate taxes, and preserve your life's work for the next generation of leadership.
Avoid probate, protect privacy, and ensure seamless asset transfer to your beneficiaries — across all U.S. states.
Clearly define your wishes, name guardians for minor children, and designate who manages your estate.
Authorize someone you trust to manage financial and legal decisions if you become incapacitated.
Ensure your medical wishes are honored and designate a healthcare proxy to make decisions on your behalf.
Specialized structures for clients with assets in multiple countries or complex international family situations.
Protect your business interests and plan for seamless ownership transfer without disrupting operations.
Whether you were born here or naturalized, we design plans that optimize your position under U.S. tax and probate law.
Own real estate or investments in the U.S.? We create structures that protect your family across jurisdictions.
Protect your company and personal assets simultaneously. We plan for both without compromise.
Name guardians, create trusts for your children's benefit, and ensure your assets go to the people you choose.
Estates above $7M need strategic planning before the 2026 tax sunset. The window is closing.
No existing plan? No problem. We start from your current situation and build something that actually fits your life.