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Creative Tax Planning

Clients count on SRZ's individual client services practice for the most creative and innovative income, estate, gift and generation-skipping transfer tax planning techniques available and appropriate to their individual needs.  We create and administer vehicles that result in significant tax savings for our clients, including grantor-retained annuity trusts, qualified personal residence trusts, dynasty trusts in tax-favored jurisdictions, life insurance trusts, charitable trusts, installment sales, private annuities and family limited partnerships.

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