Thank you for your interest in exploring the benefits of an Optimized Gift Trust (OGT). Providing the information requested below is the next step toward achieving your objective, and it should take no more than 5-10 minutes of your time.
Your responses will help attorney Jonathon Morrison analyze your situation and determine whether an Optimized Gift Trust (OGT) would be an effective strategy for you.
Please note that if you are a client of Frazer Ryan Goldberg & Arnold LLP or a prospective client, all information you share with the Firm will remain confidential, pursuant to Ethical Rules 1.6 and 1.18.
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Eligibility Requirements: $10M+ Net Worth (including real estate and anticipated business valuation)
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