Case Study 1: Multinational Pharma Founder
Designed a Charitable Lead Annuity Trust (CLAT) with life insurance integration:
- $1.5 billion transferred to family
- $100 million to charity
- $100 million in immediate tax deductions
Case Study 2: Estate Tax Reduction
For the owner of a major medical malpractice insurance group, Steven reduced estate taxes from $23 million to $7 million overnight—saving the family $16 million.