Practice Areas

Tax, Probate and Estate Planning

  • Business and individual income tax planning 
  • Gift and estate tax planning 
  • Transactional tax planning 
  • Investment tax planning 
  • Audits 
  • Trust administration 
  • Wills and trusts 
  • Probate administration 
  • Tax controversy 
  • Qualified and nonqualified employee benefit plans
  • Charitable planning
  • Succession planning
  • Wealth preservation