Fette Helquist & Park, Tax Lawyers, LLC | Trust and Estate Planning

The only true constant is change. Yet our goals often stay the same. Let the professionals at Fette, Helquist + Park help you navigate the changing landscape so your goals don’t have to change. An integral part of this process is not just adapting to change, but, perhaps more importantly, planning for future change. At FH+P we pride ourselves on being ahead of the curve by utilizing the education, experience, skill and integrity that has fostered a nationwide clientele that we intend to last for generations to come.

Economic Substance Doctrine

Economic substance is a judge-made doctrine recently codified in the tax law of the United States under which a transaction must have an economic purpose aside from reduction of tax liability in order to be considered valid.

2011 Sunset

The amount of property that passes free of the federal estate tax, an unlimited amount during 2010 is scheduled to return in 2011.

40 Under 40 M&A Award Winners Announced

Fette Helquist & Park is pleased to announce, Theresa Fette, C.E.O. of Provident Trust Group, as a winner of the 2010 40 Under 40 M&A Advisor Recognition Awards. The M&A Advisor, renowned globally for its recognition of leading M&A, financing and turnaround professionals, created this event to promote mentorship and professional development amongst the emerging business leaders.

The 2010 40 Under 40 Award winners have been chosen for their accomplishments and expertise from a pool of international nominees by an independent judging panel of distinguished business leaders.

Asset Protection Planning

Many firms believe that a limited partnership or an LLC is the extent of "asset protection." Although they are definitely good components, they may be just the beginning. Don't be fooled, Asset Protection planning can be extremely complex, and failure to do it right may have civil or criminal ramifications.

Estate Planning

We use cutting edge estate planning techniques such as Family Limited Partnerships, Grantor Retained Annuity Trusts, Installment Sales to an Intentionally Defective Trust, Private Annuities, Charitable Remainder and Charitable Lead Trusts, Private Foundations, Generation Skipping Trusts and Qualified Personal Residence Trusts to name a few.