Grady Dickens

Background

About Grady Dickens

Works with wealthy families, family offices and their advisors to develop and implement comprehensive family structures that address multigenerational:(i) asset allocation,(ii) asset liquidity,(iv) minimize income and transfer taxes and (v) protect family wealth from predatory creditors. Specific strategies employed include-Creation and nurturing of family holding companies (FHCs); Transfer of interests in FHCs using, without limitation,(i) sales to grantor trusts,(ii) grantor retained annuity trusts, and self-cancelling installment obligations-Create and advise with respect to the formation and operation of private foundations and public charities-Routinely handles basic estate planning, probate matters, and preparation and filing of Form 706 Federal Estate Tax Return-Advise on partnership tax matters for real estate, and oil and gas investments-Represent entrepreneurs with respect to business structure and formation, and income and state tax considerations related thereto-Have represented hundreds of individuals with respect to the creation of charitable remainder trusts (CRTs) and have helped many clients terminate their CRTs early due to changed circumstances. Represented a national real estate company in the formation and operation of a 501(c)(3) organization to benefit its employees experiencing financial hardship.