Estate & Gift Taxes

The Estate & Gift tax team sets itself apart from other firms because of its level of expertise.  From gifting strategies to the use of complex trusts, the firm’s tax attorneys are experts in structuring trusts and other entities in a manner that maximizes the use and leverage of estate, gift and generation skipping transfer tax exemptions.  The team focuses on tax efficient methods for transferring wealth, that incorporate other principals such as asset protection, business and family wealth control, and proper family incentives.  The goal is to significantly reduce the tax liability of the client while keeping in mind the first priority of most clients is not tax savings.  The firm does this while teaching the client how to manage and best position their family wealth to take advantage of these strategies quickly and without unnecessary expense.  The firms Estate & Gift Tax team attends the nation’s top seminars on the subject, and provides services to high net worth clients at a level on par with larger metropolitan areas.