Practice Areas
- Estate and gift tax projections, drafting of trusts, wills, durable powers of attorney, and disclaimers. (e.g. Living Trusts, Insurance Trusts, Charitable Remainder Unitrusts and Annuity Trusts, Qualified Personal Residence Trusts, Qualified Subchapter S Trusts, Grantor Retained Annuity Trusts, Special Needs Trusts)
- International estate planning, foreign trusts
- Asset protection trusts
- Estate liquidity analysis
- Probate Administration
- Trust Administration, including funding, asset management, distributions, accountings
- Tax compliance for fiduciaries, including preparation of Forms 706, 1041, and 541
- Estate tax refund claims
- Tax compliance for donors (Form 709)
- Conservatorships: Establishment and on-going administration
- Guardianships: Establishment and on-going administration
Estate Planning
Tax Controversies
- Tax audit of estate tax and income tax returns
- Internal Revenue Service Appeals conferences
- Franchise Tax Board protests
- State Board of Equalization hearings
- State refund litigation
Partnerships
- Formation, operation and dissolution
- Mergers and acquisitions
- Reorganizations
- Non Profit Corporations
- Tax exempt status
- Formation, operation and dissolution of professional corporations, C corporations, S corporations, non-profit corporations, and foundations
Corporations
- Formation, operation and dissolution
Limited Liability Companies