At Callan Capital, we are experts in a broad array of estate planning and wealth transfer issues. We advise our clients on wills and trusts, estate and gift taxes, philanthropy and property transfer through future generations.

We work with our clients’ attorneys and tax professionals to help craft a plan that may include living trusts, family limited partnerships, special needs trusts, incentive trusts, grantor retained annuity trusts, dynasty trusts and various charitable trusts.