Many estates and trusts have significant income, estate, and other transfer tax issues. We advise our clients on ways to minimize the tax burden through post mortem planning, which can involve disclaimers or other tax strategies. We prepare and file federal estate and gift tax returns, and also represent fiduciaries in IRS audits of estate and gift tax returns.
Our attorneys represent corporate and individual fiduciaries, estate and trust beneficiaries, or others having an interest in an estate or trust situation where litigation is threatened or instituted. With the widespread acceptance of trusts as estate planning and charitable vehicles, we advise our clients, both as beneficiaries and fiduciaries, in all aspects of the creation and administration of trusts.