Beth Wood


Direct Contact

 R. Carter Lawson

Beth, a member at Alexander Ricks, brings over 25 years of experience working with high net-worth individuals and closely held businesses, advising on the development and implementation of sophisticated and comprehensive estate and tax planning strategies to minimize the impact of federal gift, estate and generation skipping transfer taxes. She works closely with multiple generations of families, as well collaborates with their financial advisors, accountants, appraisers, and other professional team members to ensure the efficient accomplishment of client objectives and seamless continuity of closely held businesses through creative, cutting-edge solutions. Beth has developed relationships lasting decades with many of her clients, and she has been the architect of successful planning to transfer hundreds of millions of dollars in assets to tax and creditor favored irrevocable trusts for the benefit of her clients and their families.

Beth utilizes a broad range of estate and tax planning techniques, including crafting customized estate planning documents that incorporate trusts for the optimal benefit and protection of loved ones and to maximize exemptions available at death, structuring and implementing sophisticated lifetime gifting and sales techniques (e.g., sales to defective grantor trusts (IDGTs), irrevocable life insurance trusts (ILITs), spousal lifetime access trusts (SLATs), and beneficiary defective inheritor's trusts (BDITs)), and restructuring asset and entity ownership to create voting and non- voting interests in corporations, limited partnerships and limited liability companies to facilitate discounts for lack of marketability, minority interests, lack of voting rights and fractional interests in real estate as appraised for estate and gift tax purposes.