Tax Advice & Planning
Our attorneys have in-depth knowledge of the state and federal laws governing estate planning and probate. We provide estate planning and tax advice related to charitable giving. We can guide you through the estate and income tax considerations of your estate plan and advise you on planning opportunities using trusts, charitable gifts, lifetime gifts, and family limited partnership and limited liability companies.
Tax for Trusts and Estates
Our attorneys have in-depth knowledge of the state and federal laws governing estate planning and probate. We provide estate planning and tax advice related to charitable giving. We can guide you through the estate and income tax considerations of your estate plan and advise you on planning opportunities using trusts, charitable gifts, lifetime gifts, and family limited partnership and limited liability companies. In addition, we prepare fiduciary income tax returns for trusts and estates.
Business Succession Planning
One problem faced by owners of many non-publicly traded businesses is that there is no readily available market to sell their business. Business succession planning addresses this issue by devising a system for transferring the value of a business to the owner, heirs or others at an appropriate time and price while allowing for the continuity of the business.
We can counsel clients on proactive strategies to protect value and continuity. We assist owners in developing a strategy uniquely tailored to their business succession needs and goals. We can advise on planning strategies such as shareholder and buy-sell agreements, recapitalizations, and ESOPs.