Estate, Gift & Income Tax Practice
Comprehensive Tax Counsel for Families & Individuals
We advise clients on the full spectrum of personal tax matters: estate, gift, and income tax planning. Our goal is to help individuals, families, and business owners preserve wealth, transfer assets efficiently, and manage ongoing income tax obligations with clarity and foresight.
Our Services
Estate Tax Planning
- Structuring estate plans to minimize federal and state estate taxes.
- Advising on use of lifetime exemptions, marital deductions, and charitable deductions.
- Drafting wills and trusts that integrate tax-efficient strategies.
Gift Tax & Lifetime Transfers
- Designing annual and lifetime gifting strategies to maximize exemptions.
- Implementing ILITs, GRATs, SLATs, and other advanced techniques.
Generation-Skipping Transfer (GST) Tax
- Advising on GST exemption allocation and trust structures.
- Developing long-term multigenerational planning strategies.
Income Tax Planning
- Advising on federal individual income tax matters.
- Guiding clients on tax aspects of business ownership, including pass-through entities (S corps, LLCs, partnerships).
- Coordinating income tax planning with estate and gift strategies for a unified approach.
Private Letter Rulings (PLRs)
- Preparing and submitting ruling requests to the IRS on estate, gift, and income tax issues.
- Advising on when a PLR is appropriate and strategically valuable.
- Navigating the procedural and technical requirements for IRS submission.
Why Clients Choose Us
- Strategic Counsel: Solutions that balance tax efficiency with personal and business goals.
- Comprehensive Approach: Integrated planning across income, estate, and gift tax considerations.
- Personal Attention: Every client receives individualized, thoughtful guidance.