Our firm offer a variety of sophisticated estate planning services to our clients, including:
- Unified credit planning.
- Irrevocable life insurance trust planning providing for estate tax (and income tax) free benefits to beneficiaries.
- Favorable settlement of IRS proposed increase in value of corporation originally reported on estate tax return.
- Successful defense of Executor charged with liability for unpaid estate tax.
- Substantial reduction through settlement of estate tax liability asserted as a result of IRS audit (U.S. District Court proceeding).