Our Practices
01.
Tax Planning &
Tax Controversy
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02.
Estate & Trust Planning and Administration
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03.
Business Life Cycle Planning
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04.
Business Succession Planning
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04.
Family & Business Governance
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Our Practices
Tax Planning & Controversy
We utilize favorable Jurisdictions for Business and/or Trust Asset holdings.
Tax Planning
Asset Protection Planning
Implement structures to place assets beyond the reach of creditors in the event of unforeseen litigation, divorces, etc.
Reducing Estate and Gift Taxes
Our comprehensive library of techniques to reduce taxes and perpetuate Family Wealth over multiple generations has been assembled, vetted, and implemented, over our history and includes workable, practical solutions that balance the tax, people and business elements of a Plan.
Charitable Planning
Plans often involve a Charitable component either through lifetime giving or bequests at death. Multiple options exist for the timing, delivery and management of donations earmarked for Charity. These include both current or deferred gifts with income and/or use retained for the lifetime of the Donor or for a stated period of time. Our experience includes establishing Private Foundations, Supporting Organizations, Public Charities and the range of Split-Interest Trusts.
IRS Acceptance
In a number of cases, our estate plans have endured for 3 generations and the techniques employed have passed IRS scrutiny through multiple estates. We have the experience to provide peace of mind along with state-of-the-art planning.