Taxation and Estate Planning

We have decades of experience representing corporations and individual clients. We assist our private clients with individual tax and estate planning. We represent both our corporate and private clients in proceedings before the Internal Revenue Service, the U.S. Tax Court and state agencies. Our practice includes:

  • Preparation of estate planning and related documents, including wills, trust agreements, living wills and health care proxies, and documents relating to charitable trusts and foundations;
  • Individual income, gift and estate tax planning, both domestic and international;
  • Retirement plans including 401(k) plans, IRA’s, 403(b) plans, and SEP’s;
  • Income, gift and estate tax audit examinations;
  • Representation before the Internal Revenue Service and the courts;
  • Mergers, acquisitions and reorganizations;
  • Dissolution and disposition of businesses;
  • Executive compensation;
  • Real estate taxation and like-kind exchanges;
  • Family limited partnerships; and
  • Trusts including irrevocable life insurance trusts, charitable remainder and lead trusts, and qualified personal residence trusts.