Firm Profile
The law firm is structured to provide the highest level of legal service, creativity, and competence to sophisticated individuals and business clients in the general fields of income tax and business planning and analysis, transfer tax planning, tax controversies, charitable and exempt organization planning and compliance, probate and post-mortem administration, and estate, trust, elder financial abuse and guardianship litigation. More particularly our principal areas of practice include the following:
Income Tax & Business Planning and Analysis
including tax planning and analysis for individuals, corporations, partnerships, LLC’s, and estates and trusts, reorganizations, and insolvency planning.
Estate Planning
including Last Will and trust preparation, prenuptial and postnuptial agreements, generation skipping tax planning, estate freezes, and pre-and post-marital agreements, GRAT’s, sale to defective trust transactions, family partnerships, and other business succession and wealth planning.
Probate & Post-Mortem Administration
including estate, trust, and probate administration after the death of an individual, estate tax return preparation, post-death tax planning such as Section 303 and 6166 issues, and creditor controversies.
Wealth Preservation and Pre-Liability Asset Protection
including tailored planning with and for exemptions, trusts, entities, insurance and annuities, and other methodologies, while coordinating such planning with estate planning and client preferences and situations.
International Tax Matters
including inbound and outbound matters, international estate planning, transfer pricing, foreign trusts, U.S. real property structuring, and foreign tax credits.
Probate, Trust and Guardianship Representation and Litigation
including family controversies, will and trust litigation, fiduciary malfeasance and removal, and financial elder abuse.
Tax Controversies and Collection Matters
including federal, state and local matters involving income taxes, transfer taxes, sales and use taxes, and other taxes, and international reporting and other compliance failures.
State and Local Tax Matters
including sales and use taxes, income taxes, and intangible taxes.
Charitable Matters
including tax exempt organizations and foundations, charitable gifts and trusts, and compliance issues.
Purchase and Sale of Businesses
Buy-sell agreements, partnership and other business formation and organization, and other commercial and corporate matters.
We are authorized to practice law in the State of Florida.