We work with our individual and business clients to create unique estate plans that minimize taxes and preserve assets during the clients' lives and for future generations. Our clients include entrepreneurs, business executives, closely held business entities and owners, surviving spouses, trustees and families with home offices and multiple generations of wealth.
We regularly represent executors, trustees and administrators in probate and estate and trust administration. We assist in post-mortem tax planning and the preparation of federal and state fiduciary tax returns. We also routinely represent clients in IRS and state tax controversies and audits. Our attorneys have extensive experience in wealth transfer and succession planning, and their complementary areas of expertise offer clients a depth of knowledge.
Legal needs addressed by this practice area include but are not limited to:
