Scott Murtha provides tax and estate planning advice for high net worth individuals. This advice often extends into planning for entire families and business succession.
He has experience implementing techniques that minimize taxation on the transfer of assets between generations. This planning often uses various trust structures and involves advice on asset protection, gifting, wills, testamentary and spousal trusts, alter ego and joint spouse trusts, and estate freeze transactions.
Development of a succession plan or the creation of a legacy through a carefully drawn will is a process that requires patience, experience, and co-ordination between trusted advisors. Mr. Murtha prefers to begin this process with a face to face meeting to discuss the individual needs of each client.
