CLIENT PORTAL

Practice Area

Wills, Trusts & Estates

We also provide comprehensive estate planning for individuals and their families with focus on your business and personal needs. We work closely with accountants, financial consultants, insurance agents and other advisors to create estate and tax planning documents that meet all of the clients’ objectives while minimizing costs, delays and taxes. Estate planning need not be limited to transfer of wealth or assets at death but should contemplate a comprehensive plan taking into account the current structure of assets, particularly closely held businesses, and how to preserve the value of the assets for future generations through appropriate succession planning.

Areas of Practice Include:

• Corporate Taxation
• Partnership Taxation
• Individual, Estate and Trust Taxation
• Tax Controversies and Litigation
• International Taxation
• Not-for-Profit and Tax-Exempt Organizations
• Tax Allocations
• Merger and Acquisitions
• Tax-Free Reorganizations
• Liquidations
• Partnership Agreements
• Operating and Limited Liability Company Agreements
• Federal, State and Local Taxations
• Estate Planning
• Trust Administration
• Estate Administration
• Business Succession Planning
• Planning for Liquidity Events
• Structuring Closely Held Business

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