The Tax Playbook for Professional Athletes
Here is an overview of the major tax issues professional athletes face and why they require a coordinated, year-round approach.
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Trust & Estate Services
Estate planning, fiduciary accounting, and charitable giving for individuals and families.
Estate and trust planning is, at its core, a reflection of what matters most to you: it symbolizes your family, your legacy, and the people and causes you want to support. Getting it right means thinking ahead, coordinating across disciplines, and revisiting your plan as laws change and circumstances evolve.
A plan that made sense five years ago may need meaningful updates today, particularly with federal estate tax exemptions subject to legislative change and family situations that fluctuate.
Trust & Estate Planning That Looks Ahead
Effective estate and trust planning involves much more than simply minimizing your tax bill. We work with clients on trust structuring, gift planning, generation-skipping transfer tax strategies, business succession planning and estate tax projections.
Each strategy accounts for current tax law while also considering how potential legislative changes could affect the plan over time. When a major life event occurs or tax laws change, we help you review your existing plan, evaluate its continued effectiveness and identify any updates that may be needed.
For clients with international considerations – foreign assets, non-U.S. family members, or cross-border holdings – we bring the additional layer of planning required to address both U.S. and foreign estate, gift, and trust obligations.
CONNECT WITH A TRUST & ESTATE PROFESSIONAL
BPM’s Trust & Estate Services
BPM’s Trust and Estate Services span two areas of dedicated support, each connected to the others.
Trust & Estate Planning
Strategic planning for the transfer of wealth across generations, including trust structuring, gift planning, estate tax minimization, and business succession.
Fiduciary Accounting
When you’re managing a trust or settling an estate, the financial responsibilities can feel overwhelming. Explore accounting support you need to fulfill your fiduciary responsibilities with confidence
Charitable Giving
Tax-efficient charitable planning integrated into your broader estate and gift strategy, including donor-advised funds, charitable remainder trusts, and private foundation guidance.
Connect With Our Trust & Estate Professionals
BPM’s Trust and Estate Services bring together planning, accounting, and charitable strategy under one practice, so the decisions you make in one area are informed by the others. Our professionals work closely with your attorneys, financial advisors, and other trusted advisors to develop and maintain plans that reflect your intentions and stand up to scrutiny over time.
Meet our Trust & Estate Leaders
Sachiko K. Danish
Partner, Tax
Estate & Trust Tax Leader
Karla Luna
Partner, Tax
Estate & Trust Tax Leader
Sandy Murray
Partner, Tax
Private Client Services Tax Leader
Chair, BPM Board of Directors
Rich McDonnell
Partner, Tax
Community Outreach Liaison Leader
Cynthia Schoelen
Partner, Advisory
Natalie Keam
Senior Manager, Advisory
Start the conversation
Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.