IRS Life Expectancy Tables 2022

Estate, Gift, and Trust Planning

Estate, Gift, and Trust Planning

Integrated estate planning considers your goals and plans for the disposition of your assets during life and beyond. This may include control over family assets, the succession of the family business, retirement planning, wealth management, and charitable giving. This helps you minimize estate taxes and ensures that your assets are distributed according to your wishes. Our estate, gift, and trust team can help you and your advisors develop and implement integrated estate planning strategies that are customized to meet your needs and wishes, such as:

Practice Area Leader

GreerWalker Member Sandi Thorman: Partner, Tax Services
Sandi O. Thorman
Partner, Tax Services
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Key Team Members

Sallie Dusenbury
Manager, Tax Services
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