Tax | Business Planning | Trust Planning | Asset Protection
Every legal structure has a tax consequence. We handle both.
Forming, restructuring, relocating, selling, or closing a business: each one is a legal decision with tax implications that outlast the transaction. PrivateCounsel plans the structure and executes the filings across all 50 states.
Advanced Estate Tax Strategies
Legal strategy for every stage, from formation through exit.
Form
Spousal lifetime access trust
Remove assets from taxable estate while preserving indirect spousal access ā especially relevant with exemption sunset
Structure
Defective grantor trust planning
IDGT and BDIT ā grantor pays income tax while trust grows outside the estate. Foundation for installment sales.
Operate
Planning for noncitizen spouses
QDOT structuring to preserve the marital deduction when one spouse is not a U.S. citizen
Relocate
Irrevocable life insurance trusts
Remove insurance proceeds from the taxable estate ā requires Crummey powers and careful administration
Exit
Dynasty trust planning
Multi-generational wealth transfer using BDIT structure and GST tax exemption
Close
Charitable split-interest planning
CRT and CLT ā income tax deduction, estate reduction, and income or charitable stream
Relocate
Installment sale to grantor trust
Estate freeze via sale to IDGT/BDIT ā future appreciation passes to beneficiaries free of transfer tax
Exit
Grantor retained annuity trust
Transfer appreciation to heirs with minimal gift tax ā particularly effective in low-rate environments
Close
Charitable split-interest planning
CRT and CLT ā income tax deduction, estate reduction, and income or charitable stream
Get a Roadmap Customized to Your LLC
Find out how your LLC can legally move between your two states ā before you risk filings, fees, or downtime.
Designed for Business Owners Who Need Straight Answers
Iām Jeramie Fortenberry, a business and tax attorney who has spent more than 20 years helping business owners solve multi-state legal problems.
I built this service after moving my own companies and discovering how hard it is to get straight answers.
My goal is simple: make this process clear, fast, and stress-free. No unnecessary upsells. No surprises.
Jeramie J. Fortenberry, Esq., Founder
