Our Attorneys Help You Keep the Money You Worked So Hard to Earn
If you are concerned about estate taxes, you have come to the right place. At Strauss Attorneys, PLLC, we know the complications of planning to minimize estate taxes, and we regularly protect substantial assets of our clients.
Our team of sophisticated estate planning attorneys is here to help your concerns and implement a strategic and tailored plan. Whether you are hoping to minimize estate tax liabilities or make strategic gift-planning decisions, we are dedicated to finding the best solutions for your unique circumstances. With our experience and personalized approach, you can trust that your estate and gift tax planning needs are in good hands. Contact Strauss Attorneys, PLLC today for all your estate planning needs in North or South Carolina.
When you require estate tax and gift tax planning, you must work with attorneys who have extensive knowledge and experience in this area of law. At Strauss Attorneys, PLLC, our attorneys specialize in estate planning and have helped numerous clients protect their assets in consideration of estate tax laws.
We understand that every individual and family has unique circumstances and financial goals. That's why we take a personalized approach to estate tax and gift tax planning. Our team of experts will work closely with you to assess your situation, understand your goals, and develop a comprehensive strategy tailored to your needs.
Efficient. Courteous. Professional. Thorough. Educative. Detailed.
Lee did a great job guiding us through the process.
We found it a pleasant experience, not the ordeal we thought it would be.
Very professional. Prompt service.
Very professional, objective and precise, yet presented in easy to understand language.
I sincerely thank all of you and I feel comfortable concerning my will.
Strauss Attorneys PLLC does a terrific job of estate administration.
Reinstatement of our trust since moving from CA. Brad. Alex and Kim were so welcoming and professional in every way including some very personal issues with family members. Brad...
I need help with a final accounting and I think I’ve found the right person.
Our experience with Strauss Attorneys PLLC in Hendersonville, North Carolina has been nothing short of fantastic. At our age, we were long overdue to generate a Will or Trust to...
Andy Strauss is the best. He’s smart, caring, a good listener, a clear communicator, and collaborative. Highly recommend him.
I needed to get a document notarized and it was a wonderful experience. The professionalism was outstanding with an extremely knowledgeable young lady.
I was taken care of very well. James Fleming was polite and well knowledged.
Very friendly, informative, and thorough. All personel seem very professional.
We felt important and have had for years a good relationship with Lee Mulligan
I have been particularly impressed with the thoroughness of document preparation and explanations in writing of what I should do to maximize the provisions & benefits of my ...
Professional assistance in a friendly atmosphere!
I was unaware of the document called a Living Trust until I attended a seminar presented by Lee Mulligan comparing the advantages of a trust with those of a traditional will. At...
Our experience was wonderful. Spoke with a language we both could understand and digest. You are a keeper.
Forming a trust for my family was a great experience with Mr. Henry’s professional and personal approach. I felt well informed and treated with the utmost respect. I appre...
The experience & staff were courteous, professional, and we got what we needed.
Brad Henry was brilliant and precise. We highly recommend him.
Impeccable knowledge of NC Trusts & Wills. Difficult questions answered clearly and easily
Great experience. Brad took time to explain everything thoroughly and was very thoughtful with looking at our entire situation. Grateful to him and the team that supports him.
Brad was very helpful in explaining the whole legal process – Brad explained the whole process in a very clear and understandable manner – Two notaries were very eff...
Our attorney, Lee Mulligan, and the staff were professional, courteous, and friendly.
Our experience was pleasurable, informative, emotionally satisfying, and confident that we are in good hands. Everyone is always courteous, helpful, considerate, and caring. The...
I have always been made to feel welcome and very well cared for by a most professional team of kind people who know their business well. Lee Mulligan in particular!
Professional, congenial, comforting. We have confidence in what you’ve done for us.
We felt Brad welcomed us, educated us and made himself available for clarifications.
Even though I feel intimidated by the “Big Book”, Lee was thorough in her explanations.
Lee explained everything in terms we could understand and the chart she drew was very helpful. We are confident our children will be well advised when settling our estate.
We had a series of issues that Brad was able to incorporate into the discussion and explain the implications of each.
Restatement of my trust was a stressless experience- Felt very comfortable with Brad & staff.
As a financial planner experienced with numerous estate planning attorneys, I was thoroughly impressed by...
The Raleigh office is the best Strauss office by far. It far surpasses any other Strauss office in the Carolinas hands down. People with yuge hearts and wonderful minds. I can't...
Corey took time to explained everything in understandable terms and ensure my questions were answered. His staff is exceptionally responsive, kind, and helpful. Highly recommend...
Thank you to Jennifer, Kat, & Christie! They were very kind and explained everything so well.
Thank you also to Cory for being our attorney and for explaining all the m...
At Strauss Attorneys, PLLC, we offer a wide range of estate tax and gift tax strategies to protect and preserve your assets. Here are some of the strategies we can implement:
An intra-family loan is a low-interest loan made to a family member. This strategy allows you to transfer assets to your loved ones while minimizing gift tax liabilities. By structuring the loan properly, you can take advantage of lower interest rates and preserve your wealth for future generations.
A spousal gifting trust is a trust established to hold assets that will eventually pass to the surviving spouse. This strategy allows you to make tax-free gifts to your spouse while still maintaining control over the assets during your lifetime. The trust provides estate tax protection and ensures that your loved ones are taken care of.
A Grantor Retained Annuity Trust (GRAT) is a trust that allows you to transfer assets to your beneficiaries while minimizing gift tax liabilities. With a GRAT, you retain an annuity payment for a specified period, after which the remaining assets pass to your beneficiaries. We can help you determine whether a simple or advanced GRAT strategy is right for you.
A Qualified Personal Residence Trust (QPRT) is a trust that allows you to transfer your primary residence or vacation home to your beneficiaries while minimizing gift tax liabilities. By transferring the property to a QPRT, you can retain the right to live in the residence for a specified period and still pass it on to your loved ones without triggering gift taxes.
Leveraged installment note sales to irrevocable grantor trusts are a sophisticated estate planning strategy that allows you to transfer assets to your beneficiaries while minimizing gift tax liabilities. This strategy involves selling assets to an irrevocable grantor trust in exchange for an installment note. The note can be structured in a way that leverages the transfer of wealth to your beneficiaries.
A self-cancelling installment note (SCIN) is a type of promissory note that cancels the remaining debt upon the death of the note holder. This estate planning strategy allows you to transfer assets to your beneficiaries while minimizing gift tax liabilities. The SCIN can be structured to provide income for your beneficiaries while still preserving your wealth.
A private annuity is a contractual agreement between you and a family member or trusted individual. This strategy allows you to transfer assets to your beneficiaries while providing them with a lifetime stream of income. By structuring the annuity properly, you can minimize gift tax liabilities and ensure the financial security of your loved ones.
Life insurance can be an effective tool for estate tax and gift tax planning. By purchasing a life insurance policy and transferring it to an irrevocable life insurance trust, you can provide your beneficiaries with a tax-free death benefit that can be used to pay estate taxes or provide for their financial needs.
An Alaska dynasty trust is a powerful estate planning tool that allows you to establish a trust that can preserve and protect your family's wealth for multiple generations. By utilizing Alaska's favorable trust laws, you can ensure that your assets are shielded from estate taxes and other potential liabilities.
The generation-skipping transfer tax (GSTT) is a tax on transfers of assets that skip a generation, such as gifts or bequests to grandchildren. By implementing generation-skipping transfer tax planning strategies, you can pass your wealth to future generations while minimizing estate and gift tax liabilities.
The zero-ed out estate tax plan is a strategy that aims to reduce your estate tax liability to zero. This plan involves making lifetime gifts and using other estate planning techniques to effectively utilize your available lifetime gift tax exemption and reduce your estate's taxable value.
Why pay an excessive amount of estate taxes when legal remedies are available to reduce your overall tax obligations? Estate taxes only serve to deplete the money you worked so hard to earn. Our job is to minimize their impact so more of your money stays with your loved ones.
With over four decades of experience, Andy takes a comprehensive approach, guiding clients through everything from basic will preparation to complex trust structures and business succession planning.
With a keen eye for detail and a client-focused approach, Lee helps individuals and families safeguard their legacies, minimize tax burdens, and confidently navigate complex legal matters.
Cory combines legal expertise with a strong financial background in tax, investments, and insurance. His practice is centered around a deep commitment to assisting families with their estate planning and administration needs.
A former U.S. Naval Diving and Salvage Officer, Larry brings dedication and expertise to protecting seniors and their families, with a focus on estate planning, Medicaid, and veterans benefits.
With over a decade of experience practicing law, Brad brings extensive expertise in estate planning, guardianships, fiduciary litigation, and probate and trust administration, as well as a dedication to helping clients protect their legacies.
Leading our estate and fiduciary litigation team, Peter has practiced law in Western NC. since 2002 and specializes in trust and estate disputes, advanced planning, and business succession.
With nearly two decades of experience, Daire guides clients through estate planning with clarity and compassion. Dedicated to giving back, she actively supports pro bono initiatives and community advocacy.
Inspired by witnessing seniors’ challenges, James is passionate about guiding families through estate planning and elder law. Through Wills for Heroes, he proudly provides essential estate planning services to first responders.
With nearly two decades of experience, Samantha specializes in estate planning, trust administration, and fiduciary income tax matters. She has a unique ability to make complex estate planning discussions approachable.
Karen Donaldson, Esq., is an estate planning and elder law attorney who brings personal experience and over 20 years of legal expertise to help families plan with clarity and compassion. She’s dedicated to creating thoughtful, effective solutions that protect what matters most.
Read BioEstate tax and gift tax planning can be complex and overwhelming. That's why it's important to consult with experienced estate planning attorneys who can guide you through the process and help you make informed decisions. At Strauss Attorneys, PLLC, we have a team of advanced estate planning lawyers who are dedicated to finding the best strategies for your unique circumstances.
Contact Strauss Attorneys, PLLC today to schedule a consultation with our experienced estate planning attorneys.
Asheville, NC
Hendersonville, NC
Raleigh, NC
Durham, NC
By Appoinment Only
2530 Meridian Parkway, Ste 300
Durham, NC 27713
Landrum, SC
By Appoinment Only
402 E. Rutherford St, #1630
Landrum, SC 29356
Asheville, NC
Hendersonville, NC
Raleigh, NC
Durham, NC
By Appoinment Only
2530 Meridian Parkway, Ste 300
Durham, NC 27713
Landrum, SC
By Appoinment Only
402 E. Rutherford St, #1630
Landrum, SC 29356
Whether you need to create a simple Will, protect your assets, or plan for your business, our team is here to help.
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