Justin Rhuda

Advises trustees, family office, and multiple generations of internationally based family members in all matters relating to estate planning and administration of trusts totaling in excess of $5 billion.

Regularly works with younger generations of families to establish and implement core estate plans that integrate into the larger family structure and strategically plan for growing families.

Helps clients transfer assets from older trusts to newer trusts with modern terms via “decanting” strategy, allowing for improved management of trust assets and saving significant transfer taxes.

Helps clients in private equity industry transfer carried interests and other company ownership stakes to trusts for descendants at minimal gift tax cost.

Drafts irrevocable trusts that benefit spouse and descendants – sometimes referred to as “spousal lifetime access trusts” – to use grantor’s lifetime gift tax exemptions, while preserving the possibility of the spouse (and indirectly, the grantor) receiving trust distributions in the future.

Regularly implements irrevocable grantor trusts, GRATs, QPRTs, and other tax-favored techniques.

Advises single and multi-family office entities and outside fiduciaries in all matters relating to estate planning, lifetime tax-advantaged gifting, charitable planning, and administration of complex family wealth structures.