We discuss various tax planning options with you to provide
a customized tax plan that suits your unique personal and business needs and goals.
We provide gift tax, generation-skipping transfer tax, estate tax and income tax
advice related to your estate plan, business succession plan, or gift program.
We also partner with our Tax practice group when appropriate. The following are
examples of ways in which we implement tax planning:
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Lifetime planning
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Drafting irrevocable trusts to implement a gift program
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Preparing gift tax returns
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Charitable planning
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Transferring assets on death
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Drafting estate plans to minimize estate taxes upon your death and upon your children's deaths
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Drafting irrevocable trusts to remove life
insurance proceeds from your estate
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Business succession planning and privately-held businesses
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Forming and advising closely held businesses, such as partnerships and limited liability companies
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Estate and trust administration and litigation
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Planning for disclaimers to make use of applicable exclusion amount of first spouse or to minimize estate taxes upon second spouse's death
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Preparing fiduciary income tax returns
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Dealing with the IRS regarding tax returns
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Preparing estate tax returns