Given the ever-changing laws impacting estate- and gift-tax planning, our attorneys are able to apply a depth of experience to create and implement a sophisticated wealth preservation plan that preserves your earnings and investments, assesses U.S. and foreign tax implications for your wealth, and explores vehicles for philanthropic activity. Our strong, interlocking subpractices enable us to confront the complex issues that inevitably emerge with a truly integrated approach. Clients also call upon us to assist with complex domestic and international estate- and gift-tax controversies. We know, you’d like your wealth to go to your heirs—not to the government. To achieve this goal, you need advisors who know what the government is legitimately entitled to. HBG Law’s attorneys are thoroughly grounded in the rules and regulations governing personal and estate taxes. We can help you provide as fully as possible for your heirs or any charitable, educational or religious institutions you choose. Additionally, we are one of the few firms that prepares Estate Tax Returns (Form 706) and Gift Tax Returns (Form 709). We know that to be full knowledgeable in the field, you need to understand what the government asks and what is needed from the Taxpayer.
How we do it:
- Estate plans, living trusts, irrevocable trusts, wills, advanced health care directives, and powers of attorney
- Planning with family entities and trusts
- Multi-generational planning for income and estate tax issues
- Succession planning for family businesses and investments
- Freeze estates while transferring growth and opportunity to future generations
- Proper allocation of income – special allocations between trust and beneficiary
- Creating different types of trusts, not only as basic estate planning vehicles that avoid probate, but also for sophisticated gift and wealth transfer planning
- Asset protection considerations
- Administration of trust estate
- Administration of probate estate
- Representation of beneficiaries in estate distributions
- Preparation of estate plan documentation and funding trusts
- Representation of interested parties in estate disputes
- Estate Tax Returns
- Trust Administration