The Tax, Trusts and Estates Department counsels clients
in every phase of their estate planning. The Firm's
tax specialists develop and implement personalized business
succession plans and wealth transfer plans, including the
preparation of wills, trusts, powers of attorney and shareholder
agreements. Our attorneys are highly skilled in asset transfers
that utilize sophisticated techniques to minimize estate
taxes and administrative costs.
Our attorneys have considerable
experience in a broad range of income, gift, estate and
sales tax matters. We have successfully represented clients
in both civil and criminal tax matters as well as disputes
concerning residency status, unpaid payroll and sales tax
liabilities, unpaid personal and business tax liabilities
and offers-in-compromise. The Firm also represents clients
before tax agencies during audits, in administrative appeals
and in appropriate courts when required.
In addition to
strategic matters, the Firm assists clients in the probate
and administration of estates, including the preparation
of estate tax returns. The Firm also advises clients on
the formation of not-for-profit corporations and guides
them through the process of obtaining tax exempt status
and, when needed, private letter rulings.
Our Elder law
capabilities includes counseling and representing seniors
and their families about specific issues which impact their
lives including, asset protection planning, preservation
of assets and disability planning.