Wealth Planning and Preservation

Oram and Moss attorneys work constantly with families and their advisors to devise and implement comprehensive plans to assist high-net-worth clients to maintain their family wealth and achieve their financial goals through sophisticated wealth transfers. Each Wealth Preservation Plan is customized to complement each family’s distinct characteristics.

Wealth is built over years of planning and hard work. Oram and Moss wants to ensure that our clients’ wealth is protected for generations to come and transferred thoughtfully to avoid not only adverse tax consequences but also to ensure creditor protection and family unity.

Oram and Moss attorneys work collaboratively with our clients’ team of professionals throughout the design and implementation of the plan, taking not only the current situation into consideration but looking ahead to the needs of future generations.

Wealth Preservation Plans may encompass many estate planning techniques to accomplish the family’s objectives. Oram and Moss will evaluate the benefit of these techniques and discuss with the family and its advisors possible structures to include Dynasty Trusts, Grantor Retained Annuity Trusts (GRATs), Sales to Grantor Trusts, Charitable Remainder Trusts (CRTs), Charitable Lead Trusts (CLTs), Private Foundations, as well as other sophisticated charitable plans or estate freezing techniques to help clients achieve these goals.

Oram and Moss is particularly proud to have assisted multiple generations through Wealth Preservation Plans over its history. Watching the next generation learn about the family wealth and become active in the family plan is another very regarding aspect of our practice.