Experience. Excellence. Results.
During the last 25 years, we have prepared thousands of estate plans. With federal estate tax rates as high as 45%, a failure to conduct thorough tax planning could be disastrous. We have developed a number of successful tax planning techniques involving the use of Wills, Trusts, Valuation Reduction Methods, and Business Succession Plans. These techniques have resulted in millions of dollars of tax savings by our clients. Each of our plans is individually tailored to meet the specific needs of our client. In our planning process, we place a tremendous emphasis on what the client wants to accomplish, while considering the tax implications at each stage of the planning process.
While estate tax is a key factor driving tax planning, we also realize that family dynamics are a critical component of planning. With that in mind, we conduct exhaustive interviews to provide every assurance that our client's plan is adequately suited to fit the family's unique circumstances. We consider a variety of planning instruments including: Durable and Medical Powers of Attorney, HIPAA Releases, Directives to Physicians, Codicils, Gifts, Grantor Retained Annuity Trusts (GRATs), Charitable Remainder Trusts (CRTs), Buy Sell Agreements, Sale of Businesses, Ownership of Assets, Children/Parents/Others with Special Needs, Family Needs, and Guardianships.
The loss of a loved one is already very difficult, so we strive to probate the estate as trouble free as possible. Through effective administration, we are able to anticipate problems and deal with them beforehand. Our firm has handled hundreds of administrations and attempts to deal with each unique administration matter in a manner that is fair and equitable to the current beneficiaries, as well as to future beneficiaries. We are also extremely experienced in dealing with the IRS on probate matters, having successfully challenged numerous IRS estate tax audits.