Tax & Estate Planning
PRACTICE GROUP DESCRIPTION
Provides cutting-edge services in the tax, estate planning, asset protection, probate, and employee benefits areas. The firm is involved in all phases of business organization law ranging from formation and operation to mergers and acquisitions. When combined with tax and estate planning, the business creation and development services provide overall planning for all phases of a client's life. The firm also specializes in the formation and operation of non-profit organizations. The firm's clients cover the entire business spectrum from large international organizations, regional health care providers, and local businesses to individuals involved in family tax and asset protection strategies.
BUSINESS ORGANIZATION/MERGERS AND ACQUISITIONS
The firm is involved in business organization and development utilizing corporations, partnerships, limited liability companies, and other appropriate structures for business creation and development, including tiered business planning. Our involvement includes determination of the appropriate business entity, formation, and assistance during operation and exit strategies. The firm is involved in mergers and acquisitions of businesses along the entire financial spectrum. A combination of estate, tax, business, and charitable planning in preparation for mergers and acquisitions provides an overall package for the business owner.
NON-PROFIT ORGANIZATION LAW
The firm has extensive experience in the use of charitable remainder trusts, private foundations, and charitable lead trusts for client charitable giving and wealth enhancement. We can provide expertise in the formation of family non-operating foundations, operating foundations, and public charities. The firm provides continuing guidance on the operation of the entity including: avoiding self-dealing; excess business holdings; and jeopardy investment issues. The firm can also provide assistance in meeting and avoiding the penalties for failure to meet minimum distribution requirements.
ESTATE, TAX, AND ASSET PROTECTION PLANNING
The firm provides estate planning from simple wills to complex trusts providing for maximization of the transfer of wealth from each generation, including utilization of unified credit and generation-skipping transfer exemptions. The firm also provides guidance and asset protection planning to enhance personal wealth development in addition to wealth transfer. The firm has over 200 years combined experience in the areas of probate and estate administration, guardianships, and conservatorships. |
