Tax minimization is one of the primary goals of estate planning, both before and after death. We regularly advise clients with regard to estate and gift tax matters, on the federal and local levels, as well as with regard to compliance and audit matters.

As part of our estate and gift tax practice, we:

  • Advise on federal and state estate tax laws and minimization of estate tax
  • Guide fiduciaries in the tax-efficient administration of trusts and estates
  • Review estate and gift tax returns, fiduciary income tax returns and decedents' final individual income tax returns
  • Negotiate with the Internal Revenue Service in audits