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"Providing exceptional estate planning services for exceptional clients."®

Areas of Practice

Tax Law, Gift Estate, and Generation Skipping Transfer Tax (“GST”)

The firm offers a full range of tax services for individual and corporate clients including tax planning and consulting, planning for beneficiary designations for qualified retirement accounts, estate tax, gift tax, and Generation Skipping Transfer tax planning and business succession planning.

This firm’s practice involves assisting clients with sophisticated and complex taxation issues. This includes the areas of gift and estate taxes, Generation Skipping Transfer taxes, retirement planning (e.g. Roth, 401(k) rollover considerations, traditional retirement account/IRA planning), beneficiary designation planning, and so forth.

The firm also advises clients on “pure” tax matters, for example, divorce and property settlement agreements/marital settlement agreements ("MSAs"), etc.