Our lawyers advise clients in planning for a structured administration of their estates with a focus on limiting taxes where possible. We provide advice on the effect of estate taxes, gift taxes, generation skipping transfer taxes, and income taxes imposed by federal and state laws.  Such planning often begins in the initial client meeting and continues after a client’s death. When appropriate, we provide assistance in connection with the preparation and filing of U.S. Estate (and Generation-Skipping Transfer) Tax Returns, U.S. Gift (and Generation-Skipping Transfer) Tax Returns, and U.S. Income Tax Return for Estates and Trusts.  Because of the complexity of our federal and state tax systems, we advise clients on the interrelationship of these various taxes so that a customized plan can be established and implemented.

Practice Area Contacts