Our firm has been involved for many years in counseling both publicly held and privately owned businesses in connection with Federal income tax matters. Our services have included planning in connection with a wide range of mergers & acquisitions, tax free exchanges of real estate, liquidations, tax free reorganizations, executive compensation, stock options, and international taxation matters.  We also counsel individuals in connection with overseas transactions and, in this respect , assist not only US citizens but also resident and non-resident aliens in connection with complex income tax matters.

Creditor Protection:  Frustrate potential creditors from grabbing hold of assets to collect judgments through such techniques as insurance trusts; children’s trusts; foreign and domestic asset protection trusts; family limited partnerships; credit shelter trusts; bypass trusts and qualified terminable interest trusts; among other planning tools to enhance post-mortem estate planning choices.

Financial Professionals’ Counseling: Comprehensive resource center regarding educational programs and ongoing advice for financial professionals covering traditional and advanced estate planning and taxation topics of concern.