Your assets, belongings, and earnings can be complex — but finding a tax attorney doesn’t have to be. We’re happy to set up a meeting between you, your financial advisors, and one of our attorneys. This will let us get a complete idea of your financial landscape, so we can create a personalized solution. Our team features specialists in assisting high-net-worth individuals, families with several businesses, and unique personal circumstances. 

Our tax attorneys are skilled at structuring tools such as charitable lead annuity trusts (CLATs), charitable remainder annuity trusts (CRATs), and charitable remainder unitrusts (CRUTs). These are powerful tax planning tools for charitably inclined clients, especially when selling a business, property, or liquidating a stock position that would generate sizeable capital gains. If you’re interested in minimizing your tax burdens while supporting a charitable cause, this is a great strategy. We can build one of these trusts for you to generate a large and immediate tax deduction.

We have extensive experience drafting documents such as family limited partnerships (FLPs), intentionally defective grantor trusts (IDGTs), and other advanced planning tools that many CPAs and attorneys might not have in their toolbox. We can ensure your family’s planning and well-being is a central part of your tax optimization plan — so that your tax savings and hard-earned wealth can go to your loved ones.