Business owners and entrepreneurs, corporate officers and executives, and investors and families with inherited assets seek advice from Aaron Flinn for the purpose of ensuring financial stability and continued prosperity. Serving clients with trust and estate as well as wealth preservation needs, Aaron helps craft and deliver strategies that reflect the client's values while capturing the tax benefits available under their given circumstances. Aaron also works with assisting business owners in succession planning and other issues often encountered by closely held companies.
Aaron offers advice to clients on how to protect and retain wealth through strategic planning related to income, estate, gift, and generation-skipping transfer taxes. Tax-exempt and non-profit organizations also rely on Aaron for day-to-day guidance in relation to taxation and governance matters.
Aaron also assists trust officers and other fiduciaries in the administration trusts and decedents' estates, and works with ultra-highnet worth families with regards to all facets of Private Family Trust Companies in Tennessee, including the migration of trusts and other admiration issues.
Structured and organized a Private Family Trust Company for an ultra-high net worth family in order to create a business succession plan for the family.
Represented a private family trust company in the judicial modification of more than 20 trusts regarding administrative provisions.
Represented a G-1 family member of an ultra-high net worth family with establishing a wealth management plan that included minimal planning but substantial wealth, as well as transfers and sales to IGDTs, the use of LLCs and tax efficient unwinding of S corporations.
View More of Aaron's Experience
Chambers High Net Worth Guide
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