Tax, Trusts & Estates

Practice Leader

Scarinci Hollenbeck provides a spectrum of sophisticated legal services in the areas of business and personal tax, trusts, & estates planning.

Areas of Service

The estate planning services we provide includes the preparation of trusts and wills, structuring gift giving programs, planning for the disposition of insurance proceeds and retirement plan benefits, and coordinating arrangements for family business interests. The combined knowledge or our tax attorneys allows them to effectively utilize innovative tax planning techniques, particularly in personal income, tax and estate planning for entrepreneurs and high net-worth individuals.

In the area of lifetime planning, we counsel individuals and their families on the issues of elder care, including preserving personal and closely-held business assets when faced with the extraordinary costs of long-term custodial care, coordinating private retirement and medical insurance benefits to ensure financial security, and avoiding costly court proceedings in the event of physical or mental incapacity.

Business & Corporate Tax Planning

Corporate taxation although inherently complex is an integral and essential part of the short, intermediate and long term vision of any business. Tax planning represents an opportunity to improve profits and the return on capital, increase cash flow and avoid unexpected impositions (penalties) for failing to observe the rules.

Business & Corporate Tax Planning Practice

Representation before Taxing Authorities

Our attorneys provide advice to clients at all stages of an examination at the federal or state levels. We have tremendous experience in representing taxpayers in examinations, appeals and in court, if necessary.

Representation before Taxing Authorities Practice

Additional Areas of Tax Law Scarinci Hollenbeck Attorneys can assist you or your business.

  • Audit Representation
  • Civil Tax Controversy
  • Criminal Tax Defense
  • Lien, Levy and Tax Collection Matters
  • Offshore Voluntary Disclosures
  • Domestic Voluntary Disclosures
  • Estate Administration
  • Change of Domicile/Move to Florida

Our Approach

Scarinci Hollenbeck’s experience in the area of tax law is comprehensive and covers the complete range of tax requirements involved in the structure, operation, succession, sale, acquisition, and ownership of privately and publicly owned business entities. Our attorneys advise their business and individual clients on the tax efficient structuring of organizations and transactions and represent clients in administrative proceedings before the Internal Revenue Service and other governmental agencies. We practice before all courts, including the United States Tax Court.

We work with individuals, such as corporate directors, executives, business owners, high net-worth individuals, and entrepreneurs involved in start-up businesses. We have a strong closely-held business practice with a large amount of experience addressing the special concerns facing family businesses, including the often fragile and complicated task of facilitating the transfer of the business to succeeding generations.

Our Philosophy

The tax, trusts, & estates attorneys at Scarinci Hollenbeck provide highly-personalized, responsive service to its clients as they counsel them at all the critical stages of their lives. Our years of experience and unparalleled knowledge in the areas of tax and estate planning allows us to plan for the least possible tax burden and administrative expense while maintaining maximum flexibility to realize each one of our client’s unique objectives.