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Taxation and Estate Planning

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We aim to advise and represent clients on corporate, partnership, non-profit, and individual taxation issues. We also advise and implement financial planning strategies for individuals and business owners on a range of estate planning strategies and issues.

Tax Planning & Preparation

Our office assists clients in tax preparation, identifying potential tax consequences, offering advice on minimizing taxes, and working to implement financially beneficial tax strategies. We guide individuals, closely held corporations, limited liability companies, trusts, and tax-exempt entities in areas such as federal, state and local tax planning, employee benefit taxation, tax aspects of profit allocations, and routine tax filings. We can also provide representation on tax controversies such as audit defense, administrative hearings, Internal Revenue Service appeals, tax court, and district court complaints. If you are interested in learning more, reach out to our office by completing our contact form or you may choose to obtain confidential legal services online by registering through our client portal.

Estate Planning

Our estate planning attorney can craft estate plans for small to multi-million dollar estates, aiming to accomplish the client’s goals of eliminating the need for expensive probate, while reducing possible estate, gift and income tax costs. Our estate planning services include:

  • Drafting wills and trust agreements
  • Preparing advanced healthcare directives
  • Authoring durable power of attorney forms
  • Setting up charitable entities and private foundations
  • Handling estate, trust and probate administration
  • Establishing family limited liability companies
  • Forming asset protection trusts