Practice Areas

Tax Planning and Compliance:

  • Coordinated Income, Gift, Estate and Generation Skipping Transfer Tax Planning
  • Tax Return Preparation for Individuals, Corporations, Partnerships and LLCs
  • FIRPTA Withholding Exemptions for Sales of U.S. Real Property by Nonresident Aliens
  • Representation of Taxpayers in Audits and other Tax Controversies

Estate Planning:

  • Planning for Family Wealth Transfers
  • Wills
  • Revocable and Irrevocable Trusts
  • Durable Powers of Attorney
  • Designations of Heath Care Surrogate and Living Wills
  • Special Needs Planning and Trusts
  • Premarital and Post Marital Agreements
  • Asset Protection Planning for Clients and their Beneficiaries

Estate and Trust Administration:

  • Probate Administration
  • Trust Administration
  • Post Mortem Tax Planning
  • Fiduciary Accounting Preparation
  • Fiduciary Income Tax Return Preparation
  • Representation of Fiduciaries and Beneficiaries

Business Services:

  • Preformation Tax Planning
  • Formation of Corporations, Partnerships and Limited Liability Companies
  • Buy-Sell Agreements
  • Business Tax Planning and Compliance
  • Contracts
  • Corporate Compliance (annual minutes, etc.)
  • Representation of Entities and their Owners