Tax and Business Planning
Our team focuses on tax-advantageous structuring of business transactions, negotiating, documenting and reporting such transactions, and tax to realize the intended tax consequences of such planning activities.
Estate and Trust Planning and Related Business and Tax Planning
Our team is at the forefront of designing and implementing highly sophisticated estate and tax planning strategies and techniques. Our goal is to ensure the successful transfer or disposition of enterprises while achieving maximum tax savings.
Our team has a diverse set of legal and practical skills in commercial real estate acquisition, development and construction. We understand the issues that our clients face with the purchase, sale, development, leasing, and financing of real property.
Our team regularly advises individuals and corporate trustees on performance of their duties and responsibilities, including matters relating to trust accounting, the Prudent Investor Act, the Principal and Income Act, as well as distribution issues and taxes.
Estate and Trust Administration
Our representation of clients for estate planning often results in our continued retention as counsel for estate administration upon death. Similarly, we are frequently called upon to represent the trustees of a trust created by a client during lifetime or at death.
Charitable Foundations and Other Non-Profit Organizations
Our team counsels clients on methods for most effectively fulfilling their charitable interests. Often this may involve the creation of a charitable foundation. We have broad experience in the creation and administration of charitable foundations.