Tax Planning

Our Trusts & Estates group understands tax issues relating to wealth transfers, and assists clients in planning for income, gift, and estate taxes. Our team assists clients in properly timing lifetime and testamentary transfers of property. Additionally, our attorneys assist clients in tax planning with marital property by preparing pre- and post-nuptial agreements, which clarify property classification and credit issues to ensure clients plan for the best possible tax outcomes and steps up in basis. Our attorneys help clients plan for IRA, 401(k), 403(b), and other retirement plan distributions.