PRACTICE AREAS

TAXATION
Special expertise and years of experience are offered in providing the highest quality of representation in all areas of taxation: federal, state, and local taxation of individuals, partnerships, corporations, estates, and trusts. Several of our Firm’s attorneys hold Master’s degrees in taxation.

ESTATE PLANNING AND ADMINISTRATION
Comprehensive advice and expertise are offered in estate planning, including assisting clients in wealth transfer and succession planning for privately held businesses through the use of family limited partnerships, limited liability companies, buy-sell agreements, and lifetime transfer planning. In addition, we advise clients in probate matters, estate and trust administration, and estate fiduciary income tax issues.

WILLS AND TRUSTS
A wide range of services are provided in the preparation of tax-sensitive wills and trusts, including revocable trusts, generation-skipping trusts, life insurance trusts, 2503(c) trusts, Qualified Personal Residence Trusts, Qualified Terminable Interest Property Trusts, and perpetual trusts.

REAL ESTATE
Full legal services in real estate law are offered to businesses, real estate brokers, builders/developers, buyers, and sellers. Particular expertise is provided with regard to tax-sensitive real estate transactions, including tax-free (1031) exchanges and conservation easements.

CHARITABLE AND TAX-EXEMPT ORGANIZATIONS
Specialized planning is provided in all aspects of charitable and tax-exempt organizations. We have extensive experience in obtaining tax-exempt status for charitable organizations, organizing private foundations, and preparing charitable remainder trusts. We advise a wide range of tax-exempt organizations regarding tax planning, fund-raising, and administration.

PENSION AND PROFIT SHARING
Detailed assistance is provided in establishing tax qualified and nonqualified employee pension, profit sharing, stock option, and stock bonus plans, including tax counsel and preparation of plan documents.

CORPORATE AND INDIVIDUAL BUSINESS
Areas of expertise include corporate, partnership, administrative, and individual law; mergers and acquisitions; and reorganizations. In addition, special expertise is available to serve international interests, including an emphasis on U.S. tax consequences of inbound and outbound investment.

INSURANCE
Expertise and experience are provided in life, health, and accident insurance law, as well as reinsurance law with emphasis in regulation, taxation, and health care.