Christopher J. Caldwell

Advising multiple second-generation members of a significant farming operation on estate planning, focusing on estate tax minimization, business succession planning and philanthropic planning. Implementing structure to involve next generation members in business operations.

Working with the majority owner of a large food-service operation to take advantage of tax minimization strategies while also simplifying a complex structure for maximum efficiency and flexibility for future planning.

Representation of an individual trustee regarding the settlement of a complex estate following the death of both parents; assisting in probate litigation regarding validity and interpretation of estate plan documents.

With several generations of multiple families involved in a variety of businesses, working to establish consistent business succession plans within context of very individualized estate plans, and with an emphasis on transfer tax minimization, asset protection for future generations and business operation efficiency.

Working with a couple owning eight-figure qualified retirement plans to prepare an estate plan with a goal to maximize benefits to individual beneficiaries and charities in the context of income tax, estate tax, and cash flow concerns.

Representing holding valuable Lake Michigan real estate to address property tax concerns while creating a cottage management structure for future generations.

Representing owners of an automotive supplier to implement various irrevocable trusts and transfers; Coordinating various irrevocable trusts and establishments of agreements among beneficiaries to reallocate ultimate disposition of various trust held assets.

Representing owner of business in medical support field regarding sale of nine-figure ownership interest to “dynasty” trust to maximize generalized wealth transfer for many generations while minimizing estate tax.