Tax and Advanced Estate Planning
We work diligently with our clients who exceed the taxable estate threshold to ensure that their estate plans are as tax-efficient as possible. We stay apprised of the latest changes in tax law to advise our clients on the best strategies to minimize their tax exposure and maximize their savings. This includes utilizing our expertise in generation-skipping transfer tax and marital deduction planning. Our team has experience drafting a variety of irrevocable trusts, such as spousal lifetime access trusts, qualified personal residence trusts, grantor trusts, non-grantor trusts, charitable lead trusts, charitable remainder trusts, etc. Our practice also includes trust modifications, sales and loans to individuals and trusts, decanting, non-judicial settlements, and tax preparation (Forms 706 Estate Tax Return and 709 Gift Tax Return). We advise on lifetime gifts, business succession planning, and charitable giving to ensure that clients are in the best position from both a personal and tax perspective to transfer and preserve their wealth. See our Charitable Planning page to read more about how we might be able to assist in that space as well.
Tax Efficiency and Planning
Trust Services and Expertise
Comprehensive Wealth Transfer and Preservation
Tax Preparation
Our team has the unique ability to not only assist with estate planning, but also some of the most important tax returns that those in the taxable estate space often need during life and at death. This includes Forms 706 (Estate Tax Return) and 709 (Gift Tax Return). These tax returns are often complex, and our estate planning knowledge allows us to ensure that these tax returns are properly completed.
Trusted Tax Attorneys
There are a variety of reasons why you need a tax attorney you can completely trust with your financial situation. Our team is experienced with advising and implementing estate planning strategies for both short and long term financial health