Our dedicated tax team helps clients PROTECT ASSETS, plan for their businesses, and navigate estate controversies according to the client’s needs and desires.

PLANNING AND ADVICE

Our dedicated estate planning attorneys assist clients in developing wealth transfer plans. Our advice helps clients create plans that reflect their needs and desires related to asset management and disposition during their lifetimes and at death.

WEALTH PLANNING

Our advisory services help clients make appropriate plans for transferring assets now and in the future. Our services include:

• Wills
• Revocable and irrevocable trusts
• Lifetime and testamentary gifting plans
• Charitable giving plans
• Ownership of assets
• Life insurance planning
• Planning for qualified retirement plans
• Grantor retained trusts
• Generation-skipping transfers
• Qualified personal residence trusts

FAMILY BUSINESS PLANNING AND ASSET MANAGEMENT

For family-owned businesses, our estate planning specialists advise on handling businesses across generations, including:

• Succession planning for closely held business interests
• Management and preservation of assets
• Fiduciary duties

TRUSTS AND ESTATES ADMINISTRATION

Our trust attorneys are experienced with all topics related to estates, including:

• Probate of estates
• Administration of trusts
• Fiduciary duties

PERSONAL RELATIONSHIPS

We assist clients in establishing legal relationships for decisions related to health and care, such as:

• Durable powers of attorney
• Health care powers of attorney
• Living wills
• Guardianships
• Conservatorships

TAX PLANNING

To ensure tax burdens are minimized, our tax attorneys assist clients with:

• Income, estate, and gift tax planning
• Marital deduction planning

TAX CONTROVERSIES AND DISPUTES

Skilled litigators and tax dispute specialists represent clients in:

• Trusts and estates litigation
• Estate and gift tax audits and appeals

CHARITABLE GIVING

Our tax attorneys advise clients in making charitable giving plans that achieve their charitable goals and suit their tax needs, including:

• Outright gifts
• Deferred gifts
• Testamentary gifts
• Charitable trusts
• Private foundations
• Donor-advised funds