John Bunge assists entrepreneurs, executives, investors and other high net worth individuals with estate planning strategies. John’s wealth preservation experience includes gift, estate and generation-skipping transfer tax planning and the use of irrevocable trusts – including grantor-type trusts, sales to trusts, charitable interest trusts and grantor-retained annuity trusts. Additionally, John helps clients minimize income taxes through individual, partnership and corporate tax planning. He also provides counsel to tax-exempt organizations, including private foundations and supporting organizations.
Prior to joining Waller, John gained experience as an associate with a tax boutique firm in Charlotte, North Carolina.