Estate plan helps protect assets and save taxes.

The owner of a closely held S-corporation was moving to Florida. Concerned about intangible tax exposure, he approached Kaufman, Rossin & Co.'s professionals for advice.

"Do you have an estate plan?" they asked. Through appropriate estate planning techniques, the experts at Kaufman, Rossin & Co. developed a transition plan for his assets which saved him millions in transfer taxes, protected his assets from the creditors of his beneficiaries, and kept him in control of his company for as long as he wants. And the savings on intangible tax - his original question - more than covered the fees for the estate planning services.

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