Henry C.T. (Tip) Richmond, III

Tip’s practice consists primarily of advising on trust and estate matters, gift and estate tax planning, and closely-held business matters, including succession planning. Tip represents professionals, executives and business owners in connection with their tax, estate and business planning needs, as well as trust companies and individuals who are serving as fiduciaries of estates and trusts.

• Represented owners of multiple corporations to prepare a shareholder agreement covering all corporations and personal estate planning for all parties.  
• Provided estate planning services after a married couple sold their interest in a company to a large, publicly traded business.
• Represented a client with a $50,000,000 estate following the death of their spouse.
• Assisted a married a couple with $30,000,000 estate. 
• Assisted a client in fiduciary representation of a deceased second generation business owner, including preparation and filing of estate tax returns. 

• “Do I Need to Make a Large Gift Now?” DW Tax Blog, Sept 2020
• ”Federal Gift, Estate Tax and Generation-Skipping Transfer Tax Exemptions and the Gift Tax Annual Exclusion Amount Are Subject to Annual Increase for Inflation,” DW Tax Blog, January 30, 2017
• “The End to Discounts for Transfers of Interests in Family Business Entities,” DW Tax Blog, August 22, 2016 
• “Estate Planning and Retirement Plans,” University of Louisville, Louis D. Brandeis School of Law, 2008
• “Business Succession Planning:  Selective Strategies,” University of Louisville, Louis D. Brandeis School of Law, 2007
• “Kentucky Principal and Income Act” Seminar presented to Midwest/Midsouth Estate Planning Institute, University of Kentucky, College of Law, 2004
• “Selected Asset Protection Techniques” Seminar presented to Estate Planning Institute, University of Louisville, Louis D. Brandeis School of Law, 2004
• “Estate Planning for Blended Families” Seminar presented to Estate Planning Institute, University of Louisville, Louis D. Brandeis School of Law, 2003
• “Federal Gift, Estate and GST Tax Aspects of EGTRA 2001, Split Dollar Insurance, Planning for Blended Family, Asset Protection, Business Succession Planning” Seminar presented to Bluegrass Certified Public Accountants CPE Study Group, 2003
• “Federal Gift, Estate and GST Tax Aspects of EGTRA 2001, Qualified Plan Distribution Rules, Asset Protection and LLCs, and Business Succession Planning” Seminar presented to Merrill Lynch, Hilliard Lyons, National City Bank and Traditional Bank, 2001
• “Business Succession Planning” Seminar presented to Bluegrass Estate Planning Council, April 3, 2001
• “Estate Planning for the Realtor” presented to Lexington- Bluegrass Association of Realtors, March 31, 1999
• “The Estate Planning Course” sponsored by PESI, 1996, 1997, 1998, 1999, 2000, 2001 and 2002
• “Estate and Business Planning” presented to Home Builders Association of Lexington, February 26, 1997
• “Use of Charitable Remainder Trusts in Estate Planning” presented to Lexington Clinic, February 21, 1995