Bob Dayton helps individuals, couples and business owners plan their estates and inter-generational transfers of assets and wealth, including all aspects of state and federal gift, estate and income tax planning. Bob has earned a reputation for carefully thinking through the transfer of assets and the choice of trustees and other fiduciaries.
Flexible planning for changing times
With the changing laws and times, Bob recognizes that adaptability is an important feature of successful estate-planning strategies. He is creative in using disclaimers, family agreements and other methods to answer his clients’ needs. Bob helps clients decide the structure and type of gifts to their children, including gifts of stock, partnerships, limited liability companies, and real estate and liquid assets. In addition, he assists clients with healthcare directives.
Creating your legacy
Bob often works with clients to use charitable gifts and devises for both tax and philanthropic purposes. He has helped create numerous charitable lead and remainder trusts, outright gifts and private foundations.
Tax | Tax and Estate Planning | Trusts and Estate Planning
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