Estate, Gift and Income Taxation


The complexities of federal and state tax systems are such that it is impossible to create and estate plan without considering the tax consequences of current or future events. Our attorneys are well versed in all aspects of federal and state estate and gift taxation, as well as fiduciary and personal income tax. We advise our clients on strategies to minimize or eliminate taxes, and guide them in setting up their estate plans in the most tax efficient manner. The firm’s services include the preparation of estate tax returns, gift tax returns, and personal and fiduciary income tax returns.


Our estate tax planning services include:

  • Preparation of Wills
  • Trust Formation and Management
  • Gifting strategies
  • Probate and Estate Administration
  • Executor and Trustee Services
  • Estate, Income and Gift Tax planning and preparation
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