Heilborn LLC is experienced in all aspects of estate planning and administration for high-net-worth families. The average net worth of our clients is between $20 million and $25 million, with a range of about $2 million to $250 million. Recent experiences include:
· Estate planning for entrepreneurs in advance of sale of closely-held business, including transfers of interests in business to children
· Estate planning for multi-national family involving structuring of entities and trusts to hold non-U.S. assets and gifts from non-U.S. citizens
· Estate planning for young families involving creation of life insurance trusts and structuring of gifts to minor children
· Estate planning for financial executive involving significant gifts to charity, planning for deferred compensation and structuring of inheritances from non-U.S. citizen family members
· Estate planning for U.S. citizens living in the U.K., including planning for new U.K. income tax rules applicable to non-domiciliaries and for foreign real property.