Vance E. Antonacci

EXPERIENCE/REPRESENTATIVE CASES

Vance represents business owners, executives, professionals, and retirees in all phases of estate and tax planning. A sampling of his services include:

• Stock sale transactions to ESOPs coupled with the use of qualified replacement property to provide liquidity and income tax savings
• Planning with grantor retained annuity trusts and spousal access trusts to facilitate the transfer of family owned businesses and other assets
• Complex life insurance planning, including split-dollar planning, premium financing, and the use of Irrevocable Trusts
• The sale of business assets to Defective Grantor Trusts
• Creating charitable planning structures, including the use of Charitable Lead Trusts, Charitable Remainder Trusts, and the creation of private foundations
• Serving as “outside general counsel” to successful families and their businesses
• Providing advice on the structure of buy-sell agreements and succession planning
• Representing executors and trustees in the administration of estates and trusts