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Our legal services involve most subjects in the tax area as well as tax-related matters. For the most part, we limit our practice to these areas: Estate Planning and Living Trusts Analysis of existing estate planning, including wills and trusts; gathering asset information; determining familial desires; and minimization of tax burden. Preparation of living trusts, including all ancillary documents, for complete estate plan, with the purpose of conserving estate for the next generations.
Design of qualified retirement plans, meeting the financial needs of the business, in conjunction with employee census. Federal and state tax planning for corporations, individuals, partnerships, LLCs, LLPs and sole proprietorships, involving setting up transactions to produce the minimum tax burden on the client and family. Welfare Benefit Trusts [§419A(f)(6)] Determination of whether or not a Welfare Benefit Plan is appropriate for a client, and explanation of technical aspects of the law for professional advisors. |
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This website has been compiled for general informational purposes only. The information collected on this site should not be construed as any type of formal legal advice. Persons accessing this site are encouraged to seek independent counsel for advice regarding individual legal issues. All pages © Website has been designed and built by Web Builder USA. |
Area under Construction.