Since the firm’s establishment, the lawyers and legal staff at McDonald & Kanyuk, PLLC have:

Combined the use of valuation discounting vehicles such as family limited partnerships and limited liability companies with generation-skipping “dynasty” trusts. These structures minimize estate taxation in the senior generation, and virtually eliminate transfer taxes and protect assets from other external forces, such as creditors and dissident spouses, in future generations.
Helped clients achieve their philanthropic goals through the creation and administration of private foundations, donor advised funds, charitable remainder unitrusts and other creative planned giving vehicles designed to support the family’s favored charities in perpetuity and facilitate family cohesion and the development of values such as financial and social responsibility in future generations.
Designed and implemented “family land preservation trusts”, a unique multi-generational system for the transfer tax and creditor-safe use, protection, management and centralization of ownership and control of family recreational compounds and other “heirloom” real estate.
Crafted solutions to the unique family business succession goals of clients involved in multi-generational businesses including automobile dealerships, petroleum suppliers, beauty supply distributors, electrical contractors, manufacturers of medical and other specialty instrumentation, real estate development and management companies. Often, these structures involve careful planning to centralize management in the hands of active family members, provide liquidity to pay taxes and reconcile the interests of active descendants and those who are not participating in the business.
Helped clients achieve their asset protection objectives through the creation of asset protection trusts, both foreign and domestic, and other structures.
Developed a computer simulation model using Monte Carlo statistical analysis to determine whether certain trusts can or should be converted to private “unitrusts” to better balance the needs of current and remainder beneficiaries.
Handled the audit of complex federal estate tax returns at the examination and appellate levels, and achieved favorable results.