Tax & Estate Planning

We provide a full range of tax-related services for business clients and individuals. Because virtually every transaction creates a tax consequence, we work to ensure that all firm lawyers consult with our tax specialist, whether the matter concerns mergers and acquisitions, real estate, probate, employment law, bankruptcy or asset management.

We handle estate planning and succession planning. A highly experienced estate attorney will walk you through the entire estate planning process.  Our experience in providing counsel and assistance for high net worth individuals and families allows the development of sophisticated planning.

Planning Ahead for Every Tax Consequence

Tax laws are often complex, thus a thorough understanding of the tax consequences is essential in almost every legal matter. The objective is to create a comprehensive, customized tax plan for each situation, whether it involves an individual, a start-up, a multi-national corporation, a closely held business, or a fiduciary. Some of the areas in which we can help assure the right tax results are: tax planning for structuring business relationships and transactions; stock option plans and other executive compensation programs; managing tax aspects of the purchase and sale or merger of businesses; partnership planning for syndications as well as for entities doing business as partnerships or limited liability companies; estate and gift planning and estate tax minimization, including use of family partnerships and limited liability companies; tax-advantaged charitable and non-charitable giving; and individual income tax planning.

Assisting with Audits, Tax Controversies and Litigation

We represent clients in all aspects of federal, state and local tax controversies, including audits, administrative appeals and litigation in the U.S. tax court and in the federal district, bankruptcy and appellate courts. We are experienced in helping persons involved in troubled businesses with the “responsible person” penalty. We are also proficient in dealing with the taxing agencies in collection matters.

Estate Planning

Basic planning typically includes preparation of wills, revocable trust agreements, durable powers of attorney, health care directives and other core documents. Advanced planning is a detailed process by which estate plans are carefully designed to preserve capital and protect the family. Our attorneys are experienced in providing solutions towards protecting family assets; minimizing transfer taxes such as estate taxes, gift taxes and generation skipping taxes; passing family businesses to subsequent generations and transferring wealth to subsequent generations and/or charities.

Our attorneys are also experienced in estate and trust administration as well as trust, estate and probate disputes and litigation.

Succession Planning

As a business owner, there are many factors to consider when planning for your and your family’s future. It is critical to develop a succession plan that ensures the continued success of your business as you transition from one generation to the next, or to third parties.

We represent businesses of all sizes, family and corporate owned, and are well versed in the many aspects of succession planning. Our deep substantive understanding of tax and estate laws allows us to provide our clients with the best legal counsel as it relates to planning for the transition of your business. With your business and personal goals driving our work, we assess all internal and external factors and all potential strategies to prepare and execute detailed and comprehensive plans.

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on August 31 • by

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