Our firm is proud of the reputation we have developed among our clients, as well as professionals such as accountants, financial planners and other attorneys for our extensive experience in income, estate and gift tax planning as well as estate and trust administration. We are as comfortable collaborating with our business clients on complex tax structuring issues for their business transactions, as we are when working closely with individuals to develop appropriate tax and estate planning strategies - in all cases our focus is on meeting our clients' needs with practical and timely solutions.
The attorneys in our Tax and Estates group include a CPA and a former Estate Tax Examiner with the IRS. Our tax group works closely with our transactional attorneys to develop and implement tax efficient deal structuring, without losing sight of our clients' business objectives.
Some of the services we provide in this area include:
Business
Business
- Tax Planning, including formations, reorganizations, dispositions and acquisitions
- Estate Planning for Business Owners, including business succession plans
- Seller-Financed Asset Sales
- Family Limited Partnerships
- IRS Audits, Examinations and Appeals
Individuals
Individuals
- Estate Planning
- Trusts, including marital trusts, revocable living trusts, irrevocable life insurance trusts, qualified personal residence trusts, Section 2503 Minors' Trusts, generation skipping trusts, qualified domestic trusts, disclaimer trusts, special needs trusts
- Pre-Nuptial and Post-Nuptial Agreements
- Lifetime Gift Giving Strategies
- Probate, Estate and Trust Administration
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