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Our Practices
Tax, Trusts & Estates
Business Succession Planning
With our legal and financial knowledge, experience and instincts, we further our clients’ objectives and guide their businesses confidently into the future.
Our representation includes working closely with business owners to create a clear business vision and to develop and then implement a strategy for succession planning, structuring and business control.
We employ a variety of tools in facilitating an orderly, tax advantaged succession plan, including, but not limited to:
- Funded and unfunded buy/sell agreements
- Stockholders’ agreements
- Operating agreements
- Phantom ownership plans
- Deferred compensation agreements
- Family limited liability companies
- Family limited partnerships
- Spousal Lifetime Access Trust (SLAT)
- Grantor Retained Annuity Trusts (GRATs)
- Intentionally Defective Grantor Trusts (IDGTs)
- Completed Gift/Incomplete Gift Non-Grantor Trusts
- Various other trusts
- 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
Services
