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Hellmuth & Johnson

8050 West 78th Street, Minneapolis, MN 55439
LOCAL 952-941-4005
FREE 888-343-3918
FAX 952-941-2337

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Estate planning without the death tax

  1.  Planning for the disposition of the client’s assets at his or her death.
  2. Asset protection planning.
  3. Planning for disability and incompetency.
  4. Business succession planning (without the estate tax to blame for failure of a business).
  5. Planning for marital and other dissolutions.
  6. Charitable giving (for its own sake, and because income tax considerations will still be relevant and techniques, such as lifetime charitable remainder trusts to facilitate diversification, would not be affected at all).
  7. Life insurance planning (other than to provide funds to pay taxes).
  8. Fiduciary litigation (enhanced because more to fight over).
  9. Retirement planning.
  10. Planning to pay state death taxes (in many states).
  11. Planning to avoid or minimize gift taxes (when client desires to gift more than the $5 million indexed applicable exclusion amount for gift tax purposes)
  12. Using business entities to accomplish nontax objectives.
  13. Planning for children with disabilities.
  14. Planning for spendthrift children.
  15. Planning for clients with real estate in more than one state, including ownership, asset protection, state income taxation, spousal rights, and probate issues (in addition to state estate tax).
  16. Planning for clients who are U.S. citizens or resident aliens who own property in other countries.
  17. Planning for nonresident aliens with assets in the U.S. or who plan to move to the U.S.
  18. Planning for citizens who intend to change their citizenship.
  19. Planning for possible decrease in the estate, gift, and GST tax exemptions and/or increase in the transfer tax rates.
  20. Planning to pay education expenses, including contributing to I.R.C. § 529 plans.
  21. Planning to deal with non-tax regulatory issues, such as the Patriot Act, HIPAA, and charitable governance reform.
  22. Identifying guardians for minor children, if and when needed.


This information was compiled from the Estate Planning community.