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Helping families preserve and grow assets, prepare for successful future

John Bunge helps clients navigate the complex confluence of tax planning, business succession planning, and estate planning, and seeks to find the most elegant solutions possible to reach their goals. 

John's wealth preservation experience includes gift, estate, and generation-skipping transfer tax minimization, through the use of irrevocable trusts, sales and gifts to trusts, charitable-interest trusts, and grantor-retained annuity trusts, among other sophisticated wealth planning strategies. John also advises families on the formation of investment entities, such as family limited partnerships and family LLCs.

John helps clients reach their charitable goals, using charitable giving techniques to minimize income, estate, and gift taxes, and advising clients on the formation and operation of tax-exempt organizations, including private foundations.

John also counsels families regarding the formation and operation of family offices and private trust companies.

Additionally, John helps clients minimize income taxes through individual, partnership, and corporate tax planning. John also has experience assisting taxpayers through IRS audits, appeals, and Tax Court litigation. 

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