Our Practices
Estate and Income Tax Planning
Special Purpose Trusts
Whatever your situation may be, we understand that your desire to provide for your loved ones and protect them from outside influences is of utmost importance.
Many families have children or other beneficiaries who may have drug, alcohol or other addictions.
Bespoke planning for your beneficiaries
Others have mental health challenges. Whatever your situation may be, we will carefully tailor our trusts to the unique circumstances of each beneficiary. We make sure to take into account your desire to provide for your loved ones while protecting them from outside influences.
- 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
