Tax, Trusts & Estates

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

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.