Tax Planning for
Estate Planning
Wealth Transfer

With any complicated transaction, you need a tax specialist to be involved somehow. This includes estate planning and wealth transfer strategies. We have experience with the tax consequences involved with wills, trusts, powers of attorney, and estate administration/probate.

Estate Planning

We handle all ranges of tax matters, from the most simple to the most complicated:

  • Wills
  • Trusts
  • Medical powers of attorney
  • Durable powers of attorney
  • Planned gift strategies
  • Grantor Retained Annuity Trusts (GRATs)

We also handle probate administration matters, helping clients with compliance issues, probate claims, inheritance disputes and will contest litigation.