4170 Ashford Dunwoody Road
A simple strategy to defer taxes on highly appreciated assets.
A couple or individual leaving large bequests to charity - the tax benefits can be realized during one's lifetime, rather than at death.
A couple or parent who would like to leave a creditor-proof lifetime income stream to his or her children.
Large estates facing estate, gift, and inheritance taxes that need to remove assets from the taxable estate.
A family needing to diversify away from closely held stock, a large, highly concentrated position in one stock, or large parcels of land.
Owners of commercial property who have depreciated their property and/or have participated in a 1031 tax-free exchange.