Tax, Estate Planning, and Employee Benefits

We regularly provide tax planning advice to large and small businesses, individuals, and nonprofit organizations. We provide a broad range of wealth transfer planning and advisory services to individual clients, family groups, fiduciaries and charitable organizations. We handle the administration of trusts and the probate of estates, advise professional fiduciaries, and represent parties in fiduciary litigation. We handle a variety of real estate taxation matters, including disputes regarding property tax assessments and like-kind exchanges. We regularly advise clients in employee benefit matters, including designing and developing qualified retirement plans (including ESOPs), fiduciary responsibility issues related to qualified plans, planning for distributions from qualified plans, designing and implementing current, deferred and incentive compensation arrangements, cafeteria plans, and COBRA compliance.