Our focus is to help you create sophisticated and compliant legal structures and manage comprehensive financial planning strategies.
We pride ourselves with over 30 years of experience in critical tax, legal, and financial planning analysis for the benefit of our valued clients.
We look out for your best interest. Each client is unique. We listen to your specific circumstances and goals and tailor solutions to your individual needs.
The Law Office of Gerald R. Nowotny, PLLC, specializes in helping ultra-high net worth clients and small business owners. Gerry is acclaimed for his expertise in tax reduction and deferral strategies. Find comfort in partnering with us to ensure you are educated in the most sophisticated financial, insurance and legal plans available today for your individual circumstances.
You’ve worked tirelessly to get where you are today. Be wise. Protect what you have achieved.
Comprehensive Estate Tax Planning
Private Placement Life Insurance
Private Placement Variable Annuities
Inbound Tax Planning for Foreign Investors
Irrevocable Life Insurance Trusts
Intentionally Defective Non-Grantor Trusts for Income Tax Planning
Income Tax Planning
Malta Pension Plans
Charitable Tax Compliance
"Gerry's knowledge base is deep and wide. When I am looking for the expert in insurance product integrating with the optimum results for the client - there is no one better than Gerry. He is success driven and stands behind what he says and what he does. I consider Gerry a virtual partner!"
— Lawrence B —