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Tax Planning | Tax Practice

Estate and Gift Tax Planning

"Trying to create a complex estate plan without knowledge of taxation law is like trying to do brain surgery while wearing a blindfold."
Stephen L. Robison Board-Certified Federal Taxation Law Specialist


With access to the internet, nearly everyone can prepare a will and a trust. For those individuals whose assets will be subject to taxes, a more sophisticated tax plan is required to protect against unnecessary taxes.

  1. The optimum estate plan must factor in the most efficient method for reducing the overall tax burden, including capital gains tax, income tax, gift tax or estate tax.
  2. Our firm provides services ranging from the preparation of wills and trusts to complicated equity shifting partnerships and business succession planning. We implement the most tax-efficient strategies to achieve our clients’ estate planning goals.
  3. Please contact us regarding your estate planning questions and concerns, including:
    1. What will my total tax be?
    2. What is the difference between estate planning versus gift planning?
    3. Transfers on death
    4. What assets are taxed at death (IRD) for income tax purposes and estate tax purposes?
      1. Income in respect of a decedent (IRD) is income that was owed to a decedent at the time he or she died.
      2. Examples of IRD include retirement plan assets, IRA distributions, unpaid interest and dividends, salary, wages, and sales commissions, to name only a few.
      3. Impact of disclaimers in reducing taxes
      4. How can I gift split and with whom?
      5. How does my business succession planning and charitable giving interact?
      6. Trusts as S Corporation shareholders
      7. Estate planning with C Corporations
      8. Why should I choose a Grantor retained annuity trusts?
      9. Multi-generational transfers
      10. Common mistakes in family limited partnerships
      11. Family partnerships
      12. Current valuation issues
      13. Benefits of Fractional undivided interests
      14. Common mistakes of life insurance trusts
      15. Intentionally defective trusts
      16. The use of Self-cancelling notes
      17. The loss of step up in basis at death

We represent estate tax planning clients directly and through professional partners, typically other lawyers and accountants, who consult us on estate planning matters that fall outside of their area of core expertise. We guarantee that your client will remain your client. We provide a non-compete agreement guaranteeing that we will not represent your client outside of our relationship with you.

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