Our attorneys have extensive experience with gift and estate tax planning for complex estates and unique client circumstances. The techniques we employ to transfer and preserve significant family wealth are as varied as the objectives of our clients; our attorneys work with our clients to create customized plans that accomplish their tax planning goals without compromising their other important estate planning goals.
In addition, our attorneys regularly prepare federal estate tax returns and federal gift and generation-skipping transfer tax returns of all levels of complexity. These returns are most frequently prepared in connection with our representation of an executor (in the case of an estate tax return) or in connection with a client’s planning transaction (in the case of a gift tax return). We also advise and aid other professionals who need assistance with regard to the preparation of these returns.