Rebecca S Manicone

For more than 25 years, Becky Manicone’s private wealth practice has focused on creating tax-efficient, values-based legacy plans for high net worth families and business owners. From corporate executives and entrepreneurs to nontraditional couples and families with complex dynamics, Becky strives for practical solutions to the tax and non-tax problems associated with the transmission of wealth. She’s committed to cultivating multi-generational legacy plans that incorporate family values and facilitate intra-family dialogue.

In designing and implementing personal legacy and business succession plans, Becky encourages her clients to uncover the deeper motivations that initially led them to engage in the legacy planning process. She transforms intricate tasks into efficient processes, and provides clarity to complex planning techniques to create practical tax efficient solutions that convey family values, incentivize junior family members and preserve family harmony.

Her diverse planning techniques include traditional estate planning tools such as wills, revocable trusts, grantor retained annuity trusts and irrevocable life insurance trusts, as well as more complex planning techniques, such as sales to intentionally defective grantor trusts structured as dynasty trusts for the benefit of future generations, family limited partnerships, buy-sell arrangements and private family foundations.