Rebecca Manicone’s private wealth practice is dedicated to creating tax-efficient, values-based legacy plans for high net worth families and business owners, and aiding families upon the passing of their loved ones. From corporate executives and entrepreneurs, to nontraditional couples and families with complex dynamics (including children with special needs), Becky strives for practical solutions to the tax and non-tax problems associated with the transmission of wealth. Her diverse planning techniques include traditional estate planning tools such as wills, revocable trusts, grantor retained annuity trusts and irrevocable life insurance trusts, as well as more complex planning techniques, such as sales to intentionally defective grantor trusts structured as dynasty trusts for the benefit of future generations, family limited partnerships, buy-sell arrangements and private family foundations.
In designing and implementing estate and business succession plans, Becky encourages her clients to uncover the deeper motivations that initially led them to engage in the legacy planning process. She transforms intricate tasks into efficient processes, and provides clarity to complex planning techniques to create practical tax efficient solutions that convey family values, incentivize junior family members and preserve family harmony.