We provide counsel to individuals, families, professionals and closely-held entities regarding estate planning as well as the financial, tax and business law issues which are often related to estate planning and administration.
To better serve our clients, our team maintains a quality professional network of accountants, investment advisors and trust company personnel. We are also very happy to collaborate with our clients’ preferred financial and trust company professionals.
Personal estate planning involves both tax and non-tax aspects of wealth preservation and distribution, family planning issues and issues related to business succession in family-owned and closely held businesses. Our attorneys advise clients on a full range of estate planning matters including preparation of wills and trusts, business succession planning, probate and trust administration, retirement and tax planning, conservatorships and guardianships, and charitable giving and charitable trust preparation.
Our lawyers have expertise in handling the unique needs of family limited partnerships, tax-exempt organizations, nonprofit corporations and public and private foundations. We advise the owners of closely-held businesses on all tax and business legal issues, such as recapitalizations, ownership transfers, reorganizations and buy/sell arrangements. We also provide counsel in the area of employee benefits business planning, including pension and profit sharing plans, nonqualified deferred compensation plans, incentive stock plans, executive compensation and fringe benefits.
Disputes can arise over matters in trusts, estates and conservatorships. Our litigators have deep knowledge in this area. We handle will contests, probate litigation, breach of fiduciary duty claims, business and asset valuation matters, undue influence claims, guardianship matters, investment claims and disputes involving trusts, contested heirship, powers of attorney and estate management.
If tax controversies arise with the Internal Revenue Service or state taxing authorities, we are equipped and ready to help. Our skilled team represents individuals and businesses in tax litigation and appeals.