ESTATE, BUSINESS AND TAX PLANNING

The firm provides sophisticated representation in such matters as federal and state estate and income taxes, business succession planning, tax planning and return preparation.  The firm routinely assists individuals and business owners in the following areas:

  • Wills and Revocable Living Trusts;
  • Durable Powers of Attorney;
  • Patient Advocate Designations;
  • Probate Avoidance Techniques;
  • Business Succession Planning;
  • Irrevocable Trusts;
  • Charitable Trusts;
  • Retirement and Taxation Planning;
  • Formation of Business Entities;
  • General Business Transactions;
  • Stockholder/Partnership Agreements;
  • Purchase or Sale of Business Interests;
  • Mergers and Acquisitions;
  • Work-outs and Business Reorganization;
  • I.R.S. Tax Audits; and
  • Federal, State and Local Taxation.

Our firm makes sure that our sophisticated technical expertise is used as a tool to assist you to accomplish your goals.