Estate Tax, Income Tax and Asset Protection Planning

We work with our clients to reduce their overall income and estate tax burden. Our tax planning attorneys have varied backgrounds that enable them to bring a wealth of experience and practical solutions to the tax practice. Again, our solutions are geared with those who have interests in privately-held businesses and real estate.

We have a very holistic and comprehensive platform for our estate planning. It is critical that your most important assets are distributed to the most important people in your life in a manner that is entirely consistent with your wishes.

We also are particularly pre-occupied with asset protection planning. We deal in advanced planning concepts [i.e. family limited liability companies, irrevocable trusts, revocable trusts, medicaid asset protection trusts, domestic asset protection trusts, special needs trusts]. Despite the advanced nature of our planning, we believe that you should be able to read and understand your estate plan without having an attorney present.

We summarize your estate plan for easy reference and create a document which lists important participants in your planning, i.e. trustees, guardians, beneficiaries. We provide you with a nicely bound copy and electronic versions of your executed plan.