Niles Barton frequently advises clients in non-taxable wealth transfers, estate tax and generation skipping transfer (GST) tax avoidance, and capital gains and income tax savings strategies. complex trust vehicles such as grantor retained annuity trusts (GRAT’s), spousal lifetime access trusts (SLAT’s), qualified personal residence trusts (QPRT’s), charitable remainder trusts (CRT’s), irrevocable life insurance trusts (ILIT’s), and various other trust vehicles.
Our attorneys work with individuals, closely held businesses and multi-generational families to construct their estate and transition plans. Oftentimes our clients’ business interests intersect with personal wealth. Niles Barton has the depth and experience to counsel clients in both arenas. As long-time, respected members of the planning community, Niles Barton has established a strong network of accountants, financial advisors, business consultants, insurance agents, and other planning professionals with whom we collaborate. We frequently work in tandem with our clients’ advisors in tax planning and business transactions.