Estate Tax Planning & Asset Protection

Estate Tax Planning

Are you willing to give more than half of your assets to the government? A well drafted estate tax plan can help avoid that. To achieve the best plan, you need an attorney who not only knows the various estate planning techniques, but understands the tax consequences they bring.

Our extensive tax knowledge makes it possible to create innovative and effective estate plans for our clients. We work with our clients to determine both their lifetime giving objectives, including gifts to younger generation family members (i.e. transfers of closely-held family business) and charitable organizations. Our objective is to help you put a plan in place which minimizes federal gift, estate and generation skipping taxes while addressing spousal and family needs. We also assist our clients with undertaking provisions for medical decisions, continuing control of finances in the case of incapacity, and other non-tax personal objectives.

Asset Protection

An IRS examination can disrupt your business operations. If not handled properly and controlled it can materially affect your bottom line and jeopardize your assets. The IRS and state tax authorities use a team of professional Auditors, Accountants and Tax Lawyers to represent their interests. You can level the playing field by engaging our firm to defend you and your property.

Our Estate Tax Planning and Asset Protection services include:

• Estate, Trust & Gift Tax Planning
• Business Succession Tax Planning
• Probate & Estate Administration
• Wills, Trusts, Proxies & Powers
• Family Limited Partnerships
• Credit Shelter, QTIP & Charitable Trusts
• Irrevocable Income Only Trusts
• Grantor Retained Annuity Trusts
• Asset Protection and Spendthrift Trusts
• IRS & NYS Estate Tax Audits
• Tax-Exempt Organizations & Foundations