Whether you're planning ahead of a liquidity event or already over the lifetime exemption, Valur's trusts and gifting strategies help you shrink your taxable estate, protect your family, and keep control of your assets. IRS-recognized structures, set up in as little as 24 hours.
Six common estate planning goals, dozens of trust structures, one team handling everything end-to-end.
Use trusts, valuation discounts, and gifting to minimize your estate tax burden.
Strategically give above the annual limit without triggering heavy transfer taxes.
Structure spousal transfers to stay tax-efficient, protected, and compliant.
Transfer wealth to children and grandchildren while reducing your taxable estate.
Lower your estate tax with charitable trusts, private foundations, and planned giving.
Preserve family wealth for generations through custom legacy and tax strategies.
Our team models every trust and gifting strategy against your actual balance sheet so you see real numbers before committing.
With trusts like the IDGT, SLAT, and GRAT, you can freeze the value of your estate today, pass all future growth to your heirs gift-tax free, and keep flexibility for your family along the way.
You focus on what you do best. We handle everything else, from strategy identification to legal setup and ongoing management.
Use our guided planning engine to explore the estate strategies that apply to your circumstances.
State-of-the-art calculators answer the only question that matters: how much estate tax will I save?
Our team, aided by proprietary drafting tech, gets you set up within 24 hours, at no cost.
Our team, backed by proprietary drafting technology, handles notarization, agreement review, and filings. You stay informed at every step, and a dedicated specialist walks you through onboarding personally.
Based on your balance sheet, family structure, and goals, we surface the trusts and gifting strategies most likely to shrink your taxable estate.
An irrevocable trust treated as a separate taxpayer, used to shift income to lower-tax beneficiaries and avoid state income tax in high-tax jurisdictions.
An irrevocable trust optimized for estate tax savings. Assets are removed from your estate for gift and estate tax purposes, while you continue paying the income tax, effectively an extra tax-free gift each year.
A game-changer for high-net-worth couples: move appreciating assets out of your taxable estate while retaining indirect access through your spouse.
Hold life insurance inside a trust to shelter proceeds from estate tax, protect assets from creditors, and pass wealth to your heirs seamlessly.
Give meaningful annual gifts to loved ones using your gift-tax exclusion, while keeping the assets inside a trust that steadily shrinks your taxable estate.
Make fixed annual payments to charity for a set term; whatever's left passes to your heirs, often with significant gift and estate tax savings.
Transfer the future growth of your assets to your heirs in a highly tax-efficient way. Growth above the IRS hurdle rate passes gift-tax free.
"Valur helped us move more than $20M out of our taxable estate using a SLAT and an IDGT. The team drafted everything, walked us through it in plain English, and we were funded in a week."
Our estate planning experts will help you evaluate the most promising trusts and gifting strategies in minutes.
