Estates & Trusts, Asset Protection Planning, Wealth Preservation
Tax, Probate & Guardianships

We provide a concierge level of service when planning for your legacy.

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Private Client Services

Mills Law Office PLLC provide private client services to give you peace of mind.

At Mills Law Office PLLC, our Private Client Services practice is committed to providing a concierge approach to serving high net-worth individuals, their families, C-Suite executives, entrepreneurs, athletes, entertainers, as well as other people with complicated tax and financial structures.  Our advice is objective and pragmatic. 

Each person and family are different; therefore, we tailor our advice to your specific goals and situation.  We approach each client by providing a comprehensive tax and financial planning strategy to preserve your wealth for both current and future generations.  The result is a minimization of wealth transfer and income taxes, asset preservation, and identifying and implementing specific succession strategies for the transfer of personal and business interests to the individuals or entities that our clients desire whether that be family or a third party.

Private Client Services offerings include but are not limited to:

  1. Estate planning to accomplish your goals while minimizing the tax burden;
  2. Utilizing trusts to hold and protect assets for the next generation and as a tax-efficient vehicle to transfer wealth to the next generation;
  3. In the case of foreign assets, determining the optimum method for holding and transferring those assets;
  4. Expatriate and inpatriate services;
  5. Assistance with tax controversy;
  6. Succession planning and asset preservation to multiple generations at a minimum tax cost;
  7. Advice on recapitalizations, gift programs and other techniques for shifting value from the owner-operator during their lifetime or separating control from value;
  8. Structuring life insurance ownership and benefit programs to minimize tax costs;
  9. Planning for liquidity in the event of an owner’s death; and
  10. Assisting in a liquidity event in the case of a sale of the business.

We do not provide insurance, accounting or investment advice.  Any insurance, accounting or investment advice is solely ancillary to the practice of law. You should consult a licensed professional regarding any accounting, investment or insurance advice.

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