Insights

Insights by Abbey Magnuson

Abbey Magnuson helps high-net-worth individuals and families with a broad range of estate planning matters. Her experience includes developing comprehensive estate plans to make use of available estate, gift, and generation-skipping transfer tax exemptions; tax planning for estates, trusts, and beneficiaries; coordinating and working with family offices, including facilitating a CEO search for a multi-generational family office; planning for special purpose charitable vehicles, including charitable remainder trusts and charitable lead trusts; and long-term planning for private foundations and implementation of strategic goals.