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Our Practices
Our Practices
Tax, Trusts & Estates
Our approach focuses on learning what is most important to our clients, creating a clear vision for their future, and then developing the approach needed to actualize that vision.
Our clients have a variety of business, personal and familial needs, yet they all have one desire in common – the hope of creating a secure and promising future for themselves and their families.
Advice today that shapes your tomorrow
That’s where we come in. We guide clients through tax, trusts and estates laws and strategies by learning what is most important to our clients, creating a clear vision for the future and then developing the strategy needed to transform those goals into thriving realities.
A holistic approach to your needs
We apply a multi-disciplinary approach to protecting the assets of our clients which enables us to provide advice when tax, trusts and estates matters intersect with other areas of law. With the support of the entire firm behind our team, we collaborate with our colleagues in the corporate, real estate, environmental, employment and litigation departments as needed.
Our experience includes:
- Succession planning
- Asset protection planning
- Income tax planning
- Retention of wealth
- Charitable giving
- Estates and trusts administration
- Estates and trusts planning
- Guardianships
- Prenuptial and postnuptial agreements
- Business counseling
- Probate litigation
- Controversies
- Estate and Income Tax Planning
- Wealth Preservation (NINGs, DINGs, SLATs, GRATs)
- Special Needs Planning
- Special Purpose Trusts
- International Estate & Tax Planning for Non-Citizen U.S. Residents
- 1031 Exchange
- Qualified Opportunity Zone Program
- QSBS Planning
- Tax Residency: Snowbird Counsel
- Estate and Trust Administration
- Business Succession Planning
- Corporate Tax & Reorganization
- Tax Controversies
- IRS & State Tax Collection Defense
- Sales & Use Tax
- Tax Investigations and Defense
- IRS & State Voluntary Disclosures & Compliance
- International Tax
- Trusts & Estates Litigation, Guardianships and Fiduciary Counseling