Kevin M. Sullivan


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Estate & Succession Planning


Gift, estate, and generation skipping transfer planning is critical to ensure that a person’s property passes according to his/her wishes, passes in a form and manner which is consistent with family and business goals, and passes with the minimum possible loss to gift and estate taxes which, without planning, can consume as much as 40 percent of a decedent’s estate. Katz, Sapper & Miller’s experience as business, financial and tax advisors to our clients, coupled with our expertise in gift and estate taxation, allows us to provide sophisticated estate planning services to our clients.

Our estate planning services include:

  • Developing efficient gifting strategies to meet both family goals and philanthropic goals
  • Identifying appropriate uses for a variety of trusts and ensuring proper implementation
    • Such trusts can include: revocable living trusts, irrevocable life insurance trusts, grantor retained annuity trusts, charitable remainder trusts, and more 
  • Reviewing all estate-related documents (wills, trusts, etc.) to ensure estate tax efficiency and compliance with client wishes
  • Reviewing titling of assets to maximize estate tax efficiency
  • Assisting with all gift and estate tax-related compliance services, including preparation of Form 706, Form 709, Form 1041, etc.

Katz, Sapper & Miller also has in-depth experience with helping businesses transition from one generation to the next. Our professionals are well versed in ensuring that there are no disruptions to your business and no hardships on owners or employees.

Our succession planning services include advice on:

  • Ownership and control structure
  • Minimization of estate and capital gain taxes
  • How to retain key employees
  • Maintaining liquidity

Count on Katz, Sapper & Miller for a broad range of tax savings opportunities and services that will help you make educated and well-informed decisions regarding the future of your estate and business.