High net worth individuals differ in many individual ways. However, the tax burden they face is in all cases the same. Inco Trust assembles the best team possible to create a solution that serves each client’s particular needs.
To coordinate a planning that avoids succession taxes, income taxes and capital gains taxes, and a the same time protect the assets, which also means avoiding an additional tax assessment, means a collaboration between our best tax lawyers and estate planning lawyers.

Family assets like real estate, family businesses and financial holdings creates the need for a clear strategy, whereby the secure future of these assets is guaranteed.

Inco Trust offers a broad range of services for individuals, concerning tax and estate planning, which include:

-  Estate probate

- Philanthropic planning

- Establishment of Private Foundations

- Conservation easements

- Structuring business transactions

-Advice on private investment structures (e.g., LLCs, partnerships)

-Advice on individual tax issues (e.g., passive activity losses, alternative minimum tax, medical expenses)

- General legal consultation and litigation services