Tax Planning


For clients interested in minimizing the impact of transfer taxes against their estate, we offer simple estate-tax savings plans, to more sophisticated transfer tax savings and asset protection strategies, including the use of family limited partnerships (FLPs), family limited liability companies (FLLCs), buy-sell agreements, estate freeze and valuation discount strategies, charitable remainder and charitable lead trusts, irrevocable life insurance trusts (ILITs), dynasty trusts, grantor retained income trusts (GRITs), private annuities, among many others.

Areas that we offer legal assistance include:

  •  Innocent or Injured Spouse Relief
  • Estate-tax savings
  • Transfer tax savings
  • Asset protection strategies
  • Family Limited Partnerships (FLPs)
  • Family Limited Liability Companies (FLLCs)
  • Charitable Remainders and Charitable Lead Trusts
  • Dynasty Trusts
  • Penalty Abatement
  • IRS Audits and Appeals
  • Installment Agreement
  • Offers in Compromise
  • Tax Lien and Levies