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Multinational manufacturing company establishes trusts, gifting program

Owners of a privately held multinational manufacturing company needed to prepare for an Initial Public Offering to pass the significant increase in value of the company to successor generations in a tax efficient manner.

Waller assisted the company by established trusts and a gifting program, including the use of Intentionally Defective Grantor Trusts (IGDTs) to prepare for the Initial Public Offering.


Mike Yopp
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Aaron Flinn
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