Biography

John Collins III advises high-net-worth individuals, multigenerational families, business owners and family offices on estate planning, wealth transfer, tax planning and business succession. He helps clients develop and implement plans suited to varied asset portfolios, ownership interests and stages of wealth, from a first comprehensive estate plan to sophisticated multigenerational structures.

With more than twenty-five years of experience in legal and professional services settings, John works with clients and their accountants, investment advisers and other professionals to coordinate legal, tax, investment and family objectives. Tailoring each plan to the client's assets, business interests and long-term priorities, John designs and implements estate and gift planning structures, including generation-skipping and dynasty trusts, grantor retained annuity trusts, intentionally defective grantor trusts, beneficiary defective trusts, charitable trusts, and partnerships.

John also helps business owners coordinate estate planning with entity formation, ownership transitions, taxable sales, corporate reorganizations and succession planning. In addition, he guides individuals, families and fiduciaries through tax compliance, probate and estate administration, including individual, partnership, trust, corporate, estate and gift tax returns and the administration and distribution of estate assets.