Jeanette Suarez Hunter advises high-net-worth individuals, families and business owners on a wide range of tax, wealth-transfer and charitable-giving matters. She has extensive experience in structuring and implementing simple to highly technical estate-planning techniques, and works closely with her clients and their advisers to develop plans that are tailored to the client’s goals. Jeanette regularly advises family offices on a wide range of business, real estate, trust and tax matters. In addition, Jeanette works with individual and corporate fiduciaries, families and trust beneficiaries in complex estate and trust administration matters.
Worked with family office on a variety of routine and complex matters involving estate planning, philanthropy, wealth transfer transactions and investment structures
Prepared straightforward and complex estate plans for individuals with net worth ranging from five million to multiple hundred million dollars
Represented families in the creation and implementation of a private trust company and transition of family trusts to the new private trust company
Represented a trustee in an administration and Internal Revenue Service (IRS) audit of complex taxable estate consisting of multiple trusts and conflicting beneficiaries
Used decanting and non-judicial settlement agreements to alter multiple trusts created by multiple family members to address changed family circumstances and estate planning goals
Represented a family patriarch in the implementation of an integrated plan for multiple trusts and tax-efficient transfer of wealth to irrevocable perpetual trusts
Served on McDermott team that orchestrated a complex transaction to accomplish a client’s objectives of restructuring the family office using profits interests while also obtaining significant income tax savings
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