A $47 million manufacturing business. One heir. No plan.
The Hargrove family had built a regional manufacturing company over three generations. When the founder's health declined, the family discovered their existing estate plan would have triggered a forced sale to cover the tax liability.
Estate tax exposure reduced from $18.4M to under $2M. Business transferred intact.The 2026 exemption sunset and a $94 million estate.
A retired physician and her husband had accumulated significant real estate and investment assets over four decades. Their advisors had not addressed the scheduled reduction in the federal estate tax exemption.
$31M in projected tax liability restructured before the exemption sunset.A $210 million exit. Ninety days to act.
The founder of a regional financial services firm received an acquisition offer. The transaction would close in ninety days. Without intervention, the combined federal and state tax burden would have consumed more than half the proceeds.
Post-tax proceeds increased by $38M through pre-close restructuring.All case studies are composite narratives. Names, industries, and identifying details have been changed. Past results do not guarantee future outcomes. The Clearview Group does not provide legal or tax advice.
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