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Trust & Estate
TRUST & ESTATE

Our Trust and Estate Group helps individuals and families with wealth transfers and disability planning, administration of trust and probate estates, dispute resolution, and litigation among trustees, beneficiaries, executors, and heirs. Our broad spectrum of planning services includes advanced tax and succession planning for high net worth families, foundational planning for nontaxable estates, and planning to address unique situations. Our comprehensive administrative services help our clients navigate issues which need to be addressed after the loss or disability of a loved one, while protecting our clients from exposure to liability.

 

Our Trust & Estate Services Include:
  • Estate and Gift Tax planning
  • Succession planning
  • Trust & Estate administration
  • Probate
  • Trustee and Executor representation
  • Trust and Estate litigation
  • Ancillary Probates
  • Family limited partnerships and limited liability companies
  • Revocable Living Trusts
  • Irrevocable Life Insurance Trusts
  • Charitable Trusts
  • Grantor Retained Annuity Trusts (GRATs)
  • Qualified Personal Residence Trusts (QPRTs)
  • Asset Protection Trusts
  • Nevada Incomplete Gift Non-Grantor Trust (NINGs)
  • Dynasty Trusts
  • Digital asset planning
  • Wills
  • Powers of Attorney
  • Advanced Healthcare Directives
  • Medical Information Releases
  • Guardianships
  • Conservatorships

 


 

Tax

Our Trust & Estate Group help clients with federal, state, and local tax planning, compliance, and controversies. We assist clients in managing their affairs to reduce or eliminate transfer tax (Estate, Gift, and Generation Skipping Transfer tax), federal and state income tax, and property tax.

 

Our Tax Services Provided by our Trust & Estate Group Include:

  • Income tax planning
  • Gift and Estate Tax planning
  • Entity planning
  • Succession planning
  • Private letter rulings
  • Private Foundations
  • Retirement plans
  • Tax-deferred exchanges (IRC 1031)
  • Step-up in basis plans (IRC 1014)
  • Closely held business plans (IRC 6166)
  • Tax compliance
  • Installment agreements
  • Offers in compromise
  • Audit representation
  • US Tax Court and US District Court representation
  • Tax appeals