Whether your estate is simple or complex, our attorneys will help you achieve your estate planning objectives with administrative ease, income tax efficiency, and minimization of estate tax.
Our team will guide you through every step of trust and estate administration – from legal issues and probate proceedings to accountings, tax reporting, and assistance with asset transfers and distributions.
Within the context of our estate planning services, we can assist with business formation, tax planning, shareholder agreements, and succession planning.
Our services include preparation and filing of legal documents and the IRS tax exemption application necessary to establish tax exempt entities. We also assist officers and directors of charitable entities with legal and tax compliance issues, including preparation and filing of annual tax returns.
Our litigation team routinely represents executors, trustees and beneficiaries in will contests, will and trust construction suits and trust related litigation.