Tax and Estate Planning
We regularly counsel our clients in wealth preservation strategies, probate, trust and estate administration, guardianships and conservatorship matters. We prepare wills, trusts, powers of attorney, advance health care directives and wealth preservation documentation. We provide guidance concerning estate, gift and generation-skipping transfer tax reduction. We represent clients before the Internal Revenue Service and state tax authorities in connection with audits, appeals and other tax controversy matters.
Our tax attorneys guide our clients through the impact of complex and ever changing federal, state and local tax laws and regulations in business transactions. We help clients structure a wide variety of business and real estate transactions for tax efficiency, including mergers and acquisitions, like-kind exchanges, financing and leasing transactions, stock redemptions, and the formation, recapitalization and liquidation of business entities. We provide tax strategies regarding executive compensation, employee benefits and ERISA matters, and we assist individuals, trusts and estates with tax planning, and wealth preservation. When tax controversies arise, our tax attorneys represent clients before the IRS, Franchise Tax Board, Employment Development Department, State Board of Equalization and Property Assessment Appeal Boards in connection with audits, appeals, litigation, refund claims, tax lien discharges and subordinations, and collection cases.