Tax and Estate Planning

Estate Planning and Probate

Our attorneys counsel clients and implement strategies to minimize federal estate and gift taxes while meeting the clients’ specific desires. We perform sophisticated estate planning on state, federal, and international levels, and also handle the daily administration of complex estates and trusts. Our firm is also an experienced advocate in the legislative process and in proceedings involving the Internal Revenue Service and other tax authorities. We have substantial experience in representing clients in a wide range of contested will, accounting, litigation, and tax proceedings.

Tax Planning and Litigation

Tax services provided include the representation of individuals and all types of business entities. The firm engages in tax-planning services, including estate planning, acquisition and disposition strategies, business planning, and business succession planning. The firm has extensive experience representing clients in tax controversies with federal, state, and local taxing authorities.

Additionally, several members of the tax practice unit participate in drafting tax legislation. Our services include proficient tax advice and planning that coincide with our clients’ business plans and fiscal goals. We structure business transactions with careful, creative attention to the resulting tax consequences. Our knowledge and creativity have saved our clients substantial dollars that would otherwise have been paid to the IRS or other governmental bodies.

Attorneys Practicing in this Area:

Laura L. Crum

Brad A. Everhardt