The members of our Tax, Trusts, and Estates Group are skilled tax and business lawyers who provide estate planning, business succession planning, asset protection, executive compensation planning, fiduciary litigation and tax advice.
Our group regularly handles sensitive matters for executives, business owners, athletes, government officials, and professionals.
Estate and Succession Planning
Our attorneys deliver meticulously crafted documents creating a meaningful legacy for future generations. Our business clients benefit from the group’s know-how to smoothly transition company operation and ownership to future generations.
Wealth Transfer and Protection
Our clients benefit from elegant plans benefiting spouses and younger generations in a straightforward, understandable manner. Our attorneys offer clients unique life-time solutions to transfer and protection issues including personal residence trusts, gifting and college education solutions, life insurance planning, asset protection, self-settled trusts, and international tax matters. Our group strives to create plans that are more efficient and emotionally rewarding to families than traditional wealth transfer techniques.
Our Private Client Group advises executives and companies on a variety of compensation matters, including the taxation of compensation plans, stock option plans, and other performance-based compensation and equity grants.
Our Private Client Group represents fiduciaries in complex litigation including surcharge actions, will and trust contest matters, and fiduciary duty matters. Our group is also experienced nationwide in drafting Special Needs Trusts and obtaining court approval of plaintiff injury settlements.
Income Tax and Tax Controversy
On staff accountants prepare annual income tax returns and other tax preparation to carry out our planning. We have a long and successful history defending tax controversies, including audit and reassessment, failure to file or pay, foreign financial asset reporting, and estate and gift tax cases.