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Representative practice areas include:
Family Wealth Planning
The creative structuring and operation of tax effective inter-vivos (lifetime) asset transfers is key to wealth preservation. Family Wealth Planning may include the use of outright gifts, Family Limited Partnerships and Limited Liability Companies, Grantor Retained Annuity Trusts (GRATs), Intentionally Defective Grantor Trusts, Qualified Personal Residence Trusts (QPRTs), or other lifetime gifting strategies and Valuation Discount Planning which effectively leverage use of the client's tax-free estate.
Tax Controversy and Litigation
Representation of clients before the Internal Revenue Service, at all levels of tax controversy, including Audit, Appeals, and U.S. Tax Court and/or U.S. District Court and Appeals.
Business Planning
Organizing, Forming and Counseling with respect to legal entities, including Corporations, Partnerships, Limited Liability Companies, and Tenants-in Common Agreements.
Trust Administration and Probate
Representation of Executors, Trustees and Beneficiaries in Probate and Trust Administration Matters, as well as post-death income and transfer tax planning. |
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Contingency Planning
Typically referred to as "estate planning", this area of practice involves the use of Revocable Living Trusts, Wills, Durable Powers of Attorney, Advance Health Care Directives, Nominations of Guardians, Spousal Property Agreements, and Life Insurance Trusts.
Charitable Planning
Current and Deferred Charitable Giving, including Charitable Remainder and Lead Trusts, Operating and Grant-Making Private Foundations, Donor Advised Funds, and other Charitable Giving Vehicles.
Family Business Counseling
Buy-Sell Agreements, Compensation and Management Succession Planning.
Special Counsel
The firm will assist other advisors, after being retained directly by the client, in implementing tax and estate planning strategies. We will also assist in various taxpayer compliance requirements, that is, filing of tax returns reflecting various transactions.
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