Estate Planning for Conservation of Wealth
It is a natural extension of ATI’s corporate practice to expand our services to encompass the needs of the owners and founders of the corporations we serve. As a result, ATI has developed significant expertise in the area of creative estate planning for the highly compensated. Our goal is to help you conserve your estate and pass it on, without a significant tax burden, in accordance with your wishes.
Defined Benefit Plans
ATI offers two uniquely defined benefit pension plans. One is designed to maximize the tax deduction, and the other is designed to transfer substantial wealth to successive generations without incurring income or estate taxes. Often a defined benefit plan can be created for the employees of the corporate general partner and not require inclusion of the employees of other entities owned by the principals.