Building windows

Getting Results – Trusts and foundations at work

These are examples of sophisticated trust and foundation work by JMBM, in which we:

  • Implemented a $45 million installment sale to an intentionally defective grantor trust
  • Implemented a $50 million transfer to a charitable lead trust and structured the sale of the lead trust remainder to a dynasty trust for generation-skipping tax purposes
  • Coordinated trust administration of over 30 irrevocable trusts that hold a substantial interest in a publicly traded company for multiple generations of family members
  • Formed and planned the structure of a nonprofit school, consisting of the formation of a public charity and supporting organizations